Best Investors Account Sign in
Inactive

Adam Henry Bosma

Ventus Wealth Management

Annapolis, MD

CRD 7226941

Claim This Profile
Employer firm

Ventus Wealth Management CRD 312277

$4.07M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ventus Wealth Management

Annapolis, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-25
  • MD RA
    APPROVED
    Since 2021-01-25

Branch Locations

Annapolis, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta Air Lines Atlanta GA 09/2017 Present
Us Navy Andrews MD 05/2007 Present
Rcs Financial Planning, Llc Annapolis MD 01/2020 01/2021
Ventus Wealth Management Llc Arnold MD 01/2021 Present
  • 09/2017 → Present
    Delta Air Lines
    Atlanta, GA
  • 05/2007 → Present
    Us Navy
    Andrews, MD
  • 01/2020 → 01/2021
    Rcs Financial Planning, Llc
    Annapolis, MD
  • 01/2021 → Present
    Ventus Wealth Management Llc
    Arnold, MD
Previous Registrations
Other Businesses

Pilot for Delta Air Lines and the US Navy Reserves. Minority partner in SJB Phototography LLC a portrait photography company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-02
  • S65 Uniform Investment Adviser Law Examination
    2019-12-02
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Annapolis, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor