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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-01-11 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
505 Waterford Park, Highway 169 Suite 1100, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Consulting, Inc. | Brandon | MN | 01/2000 | Present |
| Nfp Retirement Inc. | Aliso Viejo | CA | 04/2016 | 10/2025 |
| Kestra Investment Services, Llc. | Austin | TX | 06/2003 | 03/2018 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Business Name: Adam Consulting, Inc. Investment Related: No Address: 10511 Big Chippewa Rd NW Brandon MN 56315 Nature of Business: Consulting Position, Title or Relationship: Owner Start Date: 1/3/2000 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-09 |
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