Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Dodge is a financial advisor with Broadview Financial Management, LLC, working out of the Wauwatosa, WI office. Adam has been in the industry since 2008 and is registered in Texas and Wisconsin. Adam is a Certified Financial Planner and specializes in providing financial planning services. Broadview Financial Management, LLC provides financial planning services for individuals, high net worth individuals, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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WI
01/01/2012 - Present
Broadview Financial Management, LLC (WAUWATOSA WI)
WI
11/13/2008 - 06/15/2011
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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