Adam Joseph Troendle

Current Employers

Employment History

• 06/2019 → Present
  Fred Troendle And Associates
  Saint Charles, MN
• 09/2017 → 06/2019
  Atlas Insurance Brokers
  Rochester, MN
• 08/2010 → 09/2017
  American Family Insurance
  Rochester, MN
• 06/2019 → Present
  Royal Alliance Associates, Inc.
  Jersey City, NJ
• 11/2019 → Present
  Osaic Wealth, Inc.
  Saint Charles, MN
• 01/2020 → Present
  Focus Financial
  Minneapolis, MN

Other Businesses

1. FOCUS FINANCIAL NETWORK INC. POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2020 ADDRESS: 3265 19th St NW Suite 390, Rochester MN 55901, United States DESCRIPTION: I help prepare for and conduct annual reviews with clients. I also meet with new prospects and share recommendations that we come up with at those meetings. I prepare cashflow analysis and goal orientated plans for our clients. I also complete various administrative duties around the office including answering the phone, filling out applications, and filing paperwork. 2. FOCUS FINANCIAL INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2022 ADDRESS: 3265 19th St NW Suite 390, Rochester MN 55901, United States DESCRIPTION: Quote life insurance based on need while reviewing comprehensive financial plan. 3. TROENDLE FINANCIAL POSITION: Owner NATURE: Sole Proprietorship for Adam Troendle with the Assumed Name (Doing Business As) Troendle Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2026 ADDRESS: 3265 19th St NW Suite 390, Rochester MN 55901, United States DESCRIPTION: Payroll and book keeping for the DBA.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-24