Adam Galler (CRD# 7734383) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Chippewa Falls, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth | Overland Park, KS | May 2023 - Current | 1 |
| Benefit Resource Partners | Chippewa Falls, WI | Jun 2021 - Current | 2 |
| University Of Wisconsin- Eau Claire | Eau Claire, WI | Sep 2017 - May 2021 | 3 |
| Bremer Bank | Eau Claire, WI | May 2019 - Aug 2019 | < 1 |
| Unemployed | Excelsior, MN | Aug 2018 - May 2019 | < 1 |
| Caribbean Restaurant | Excelsior, MN | May 2018 - Aug 2018 | < 1 |
| Unemployed | Excelsior, MN | Aug 2017 - May 2018 | < 1 |
| Mad Dog Products | Chanhassen, MN | May 2017 - Aug 2017 | < 1 |
| Chanhassen High School | Chanhassen, MN | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- MN
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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