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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Evenson is a financial advisor with Cambridge Investment Research Advisors, Inc. Adam has been working in the financial services industry since August 2005. Adam holds the Series 66 and Series 7 licenses and the SIE exam. Adam has experience providing advisory services in a variety of areas, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Adam is registered in the following states: Arizona, California, District of Columbia, Florida, Hawaii, Illinois, Indiana, Kansas, Minnesota, Missouri, New York, Oklahoma, Texas, Utah, and Wisconsin. Adam has been affiliated with Cambridge Investment Research Advisors, Inc. since April 2020. Prior to that, Adam was affiliated with LPL Financial LLC and Investment Centers of America, Inc. Adam is committed to providing his clients with personalized financial advice and guidance. Adam's main office is located at 205 3rd St W., Suite A, Northfield, MN 55057. Adam also has an office located at 107 Central Ave N., New Prague, MN 56071.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
04/07/2020 - Present
Cambridge Investment Research Advisors, Inc. (Northfield MN)
MN
11/29/2017 - 03/05/2019
LPL FINANCIAL LLC (LONSDALE MN)
MN
03/16/2007 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LONSDALE MN)
MN
03/11/2005 - 02/20/2007
WELLS FARGO INVESTMENTS, LLC (SHAKOPEE MN)
MN
08/13/2003 - 04/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/2003 - 04/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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