Adam James Finch

Current Employers

Employment History

• 06/2002 → 08/2021
  Sigma Financial Corporation
  Ann Arbor, MI
• 06/2002 → 08/2021
  Sigma Planning Corp
  Ann Arbor, MI
• 01/2021 → Present
  Cwm, Llc Dba Carson Partners
  Ann Arbor, MI
• 05/2006 → 03/2025
  Rfc Financial Planners
  Ann Arbor, MI
• 08/2016 → Present
  Rfc Holdings, Llc
  Ann Arbor, MI
• 08/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2002-06-06 → 2021-08-24
  Spc
  Ann Arbor, MI
  Royal Oak, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Farmington Hills, MI
  Ann Arbor, MI
  Ann Arbor, MI

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 1/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: WILL BE PROVIDING ADVISORY SERVICES TO CLIENTS THROUGH CARSON; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: CO-OWNER AND FINANCIAL PLANNER START DATE: 10/22/2003 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: RFC HOLDINGS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: HOLDING COMPANY FOR COMMERCIAL REAL ESTATE (OUR BUILDING THAT WE'RE LOCATED IN) START DATE: 8/2016 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: CO-OWNER; 4. NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCIATION OF MICHIGAN, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: NON-FIDUCIARY BOARD MEMBER; 5. NAME OF OTHER BUSINESS: TWO BIRD WEALTH STRATEGIES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: FOUNDER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCIATION OF MICHIGAN; INVESTMENT RELATED: NO; ADDRESS: 5263 PLYMOUTH RD, ANN ARBOR, MI 48105; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MONTHLY FINANCIAL REPORTING TO THE FPA OF MICHIGAN BOARD MEMBERS;

Exams

• S66 Uniform Combined State Law Examination
  2001-01-10

Designations