Adam Bailey (CRD# 2947092) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Callaway, NE and has over 21 years of experience in the finance industry.
CRD# 6413566
Thrivent Investment Management Inc.
CRD# 1607424
Edward Jones
CRD# 5246257
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valmark Securities, Inc. | Akron, OH | Nov 2022 - Current | 1 |
| Valmark Advisers, Inc. | Akron, OH | Nov 2022 - Current | 1 |
| Lpl Financial LLC | Callaway, NE | Aug 2020 - Nov 2022 | 2 |
| Tagge Rutherford Financial Group | Elk Horn, NE | Jan 1996 - Mar 2022 | 26 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Aug 2020 | 7 |
| Senior Styles LLC | Boys Town, NE | Jul 2015 - Mar 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- AZ
- CA
- CO
- FL
- GA
- IL
- IN
- IA
- KS
- MA
- MI
- MN
- MO
- NE
- NC
- OH
- TX
- WI
-
Total Assets Under Management7,030MILLIONS
-
Total Number of Accounts17,262ACCOUNTS
-
Average Account Value$407,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.