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Adam Whinfrey Messick

Vinoble Group

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About Adam Whinfrey Messick

Adam Messick is an Investment Advisor Representative with Vinoble Group, an investment firm in Seattle, Washington. Adam has worked in the financial services industry since 2006. He has experience with advising individuals and small businesses on investment strategies, financial planning and portfolio management. He also provides investment advice to pension and profit-sharing plans and charitable organizations. Adam is registered to provide investment advice in Colorado and Washington.

Firm Information

Adam Messick is currently registered with Vinoble Group. Vinoble Group is a Seattle, WA-based investment advisory firm with $629,341,935 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They have a strong focus on high-net-worth individuals and pension and profit-sharing plans.
Vinoble Group

1215 4TH AVE

SEATTLE, WA 98161

$629.34M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Messick’s Registration & Firm History

WA

06/20/2024 - Present

Vinoble Group (SEATTLE WA)

WA

06/30/2008 - 02/20/2009

LPL FINANCIAL CORPORATION (SEATTLE WA)

WA

12/21/2006 - 01/28/2008

AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 06/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Whinfrey Messick.
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