Adam David Gafner

Current Employers

Employment History

• 07/2015 → 10/2017
  Lpl Financial Llc
  Green Bay, WI
• 07/2015 → 10/2017
  Bank Mutual
  Green Bay, WI
• 10/2017 → 05/2020
  Woodbury Financial Services Inc
  Shawano, WI
• 05/2020 → Present
  Titletown Wealth Management, Llc
  Green Bay, WI
• 01/2023 → Present
  Conceptual Financial Advisors, Llc
  Appleton, WI

Previous Registrations

• 2023-01-03 → 2026-01-14
  Conceptual Financial Advisors, Llc
  Appleton, WI
  Green Bay, WI
• 2021-06-07 → 2021-12-31
  Key Financial Group Of Jacksonville, Inc.
  Green Bay, WI
  Jacksonville, FL
• 2017-10-23 → 2020-05-29
  Woodbury Financial Services, Inc.
  Green Bay, WI
  Naples, FL
  Green Bay, WI
• 2015-07-27 → 2017-10-31
  Lpl Financial Llc
  Green Bay, WI
  Hortonville, WI
  Green Bay, WI
  Kiel, WI
  Appleton, WI
  Neenah, WI
  De Pere, WI
  Green Bay, WI
  San Diego, CA
  Shawano, WI
  Crivitz, WI
• 2008-04-21 → 2015-07-01
  Associated Investment Services, Inc.
  Green Bay, WI
  Shawano, WI
  Crandon, WI

Other Businesses

1) INDEPEDENT INSURANCE AGENT, INVESTMENT RELATED, INSURANCE SALES, 10 HOURS PER MONTH, ALL DURING TRADING HOURS, SALES OF INSURANCE PRODUCTS. 2) TITLETOWN WEALTH MANAGEMENT; INVESTMENT RELATED: YES; GREEN BAY, WISCONSIN; INVESTMENT ADVISOR REP; UP TO 160 HOURS MONTH DURING TRADING HOURS; 5/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-15
• S63 Uniform Securities Agent State Law Examination
  2004-12-15

Other Names

• Adam Gafner