Adam Reid Dowlen

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 12/2022
  Avantax Advisory Services
  Hurst, TX
• 06/2005 → 08/2021
  The Reinforced Earth Co
  Sterling, VA
• 02/2018 → 02/2024
  L & M Bookkeeping And Tax Services, Llc
  Hurst, TX
• 01/2013 → Present
  Add Em Up Taxes
  Haltom City, TX
• 12/2020 → 05/2022
  Oscar L Barr Pc
  Hurst, TX
• 01/2021 → 12/2022
  Avantax Insurance Agency, Llc
  Hurst, TX
• 05/2021 → 12/2022
  Avantax Investment Services, Inc
  Hurst, TX
• 06/2022 → 12/2023
  Williams & Kunkel Cpa
  Flower Mound, TX
• 01/2023 → 12/2023
  Hbw Advisory Services
  Simi Valley, CA
• 01/2025 → Present
  Coppell Advisory Solutions
  Plano, TX

Previous Registrations

• 2023-01-03 → 2023-12-31
  Hbw Advisory Services Llc
  Colleyville, TX
  Simi Valley, CA
• 2021-03-22 → 2023-01-10
  Avantax Advisory Services
  Hurst, TX
  Dallas, TX
  Hurst, TX

Other Businesses

Add Em Up Taxes Tax Advisor/Enrolled Agent 1701 W. Lovers Lane Arlington, TX 76013 25 0 Prepare tax returns and advise on tax savings strategies. Josh Mauer CPA Tax Preparer 7707 W 151st St Overland Park, KS 66223 15 0 Prepare tax returns and assist clients with tax agency notices.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-21
• S65 Uniform Investment Adviser Law Examination
  2021-03-20

Other Names

• Adam R. Dowlen