Best Investors Account Sign in
Inactive

Adam Wade Polacek

Planpilot

Chicago, IL

Claim This Profile
Current Employers
Planpilot

223 West Jackson Suite 800, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-12
TX RA APPROVED 2025-05-12
  • IL RA
    APPROVED
    Since 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

223 West Jackson Suite 800, Chicago, IL 60606 • 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
Teachers Personal Investors Services, Inc. Chicago IL 08/1999 12/2016
Nuveen Securities, Llc Chicago IL 01/2017 12/2018
Tiaa-Cref Individual & Institutional Services, Llc Evanston IL 12/2018 01/2025
Tiaa Evanston IL 08/1999 01/2025
Planpilot Chicago IL 04/2025 Present
  • 08/1999 → 12/2016
    Teachers Personal Investors Services, Inc.
    Chicago, IL
  • 01/2017 → 12/2018
    Nuveen Securities, Llc
    Chicago, IL
  • 12/2018 → 01/2025
    Tiaa-Cref Individual & Institutional Services, Llc
    Evanston, IL
  • 08/1999 → 01/2025
    Tiaa
    Evanston, IL
  • 04/2025 → Present
    Chicago, IL
Other Businesses

1) GREENBACK6 LLC, POSITION: Governor, Managing Member of the LLC NATURE: Vacant land, 40 acres. Rural Idaho. INVESTMENT RELATED: Yes, NUMBER OF HOURS: 5 SECURITIES TRADING HOURS, 0 START DATE: 08/28/2024, ADDRESS: Home Address, Wilmette IL 60091, United States DESCRIPTION: Oversee the payment of taxes and the potential splitting of the land into multiple parcels. 2) 1845 Mt. Moran LLC, INVESTMENT RELATED: Yes ADDRESS: Home Address, Wilmette, IL 60091, United States NATURE OF THE OTHER BUSINESS: vacation home/investment property, POSITION AND TITLE: LLC Member START DATE: 5/2024, NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS PER MONTH: 1 hour and 0 hours during securities trading hours. DESCRIPTION: Review Income Statement, discuss operational issues w/ Managing Member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-09
S63 Uniform Securities Agent State Law Examination 1994-09-02
  • S65 Uniform Investment Adviser Law Examination
    1994-09-09
  • S63 Uniform Securities Agent State Law Examination
    1994-09-02
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor