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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 Netland is a financial advisor with Creative Planning, a firm with offices in Minneapolis, MN and Overland Park, KS. Adam has been in the financial industry since 2000, having previously worked at Gradient Securities, LLC, LPL Financial Corporation, and Wells Fargo Brokerage Services, L.L.C. Adam specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Adam is a Certified Financial Planner™.
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.
A percentage of the total value of assets under management is charged.
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MN
08/28/2023 - Present
Creative Planning (Minneapolis MN)
MN
09/25/2009 - 05/05/2014
GRADIENT SECURITIES, LLC (ARDEN HILLS MN)
MN
02/05/2007 - 09/16/2009
LPL FINANCIAL CORPORATION (PLYMOUTH MN)
MN
02/08/2007 - 09/10/2009
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
AZ
07/11/2006 - 01/05/2007
ECHOTRADE LLC (PHOENIX AZ)
NY
05/10/2006 - 06/30/2006
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
NY
09/21/2001 - 10/24/2003
WORLDCO, L.L.C. (NEW YORK NY)
CA
11/02/2000 - 10/23/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/18/2000 - 10/23/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
08/07/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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