Adam Michael Kierzek

Employer firm

Form Wealth Advisors, LLC CRD 326519

$1.06B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 06/2017 → 11/2021
  All Concrete Construction
  Waukesha, WI
• 04/2021 → 12/2021
  Alpine Valley Ski Resort
  Elkhorn, WI
• 06/2014 → 06/2017
  Full-Time Education
  Muskego, WI
• 04/2021 → 03/2022
  Full-Time Education
  Whitewater, WI
• 04/2022 → 07/2024
  Form Wealth Advisors
  Lake Geneva, WI
• 04/2022 → 09/2024
  Raymond James Financial Services, Inc.
  Lake Geneva, WI
• 08/2023 → 09/2024
  Raymond James Financial Services Advisors, Inc
  Lake Geneva, WI
• 07/2024 → Present
  Form Wealth Advisors, Llc
  Lake Geneva, WI

Previous Registrations

• 2023-08-30 → 2024-10-01
  Raymond James Financial Services Advisors, Inc
  Lake Geneva, WI

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21

Designations

• Certified Financial Planner

Other Names

• Adam Kierzek
• Adam Michael Kierzeck