Mark Paul Adams

Employer firm

Horizons Planning Corporation CRD 115179

$87.9M regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Market timing

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

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

Current Employers

Employment History

• 05/2022 → Present
  Horizons Planning Corporation
  Ann Arbor, MI
• 05/2016 → 05/2022
  Whirlpool Corporation
  Benton Harbor, MI
• 09/2016 → 04/2017
  University Of Michigan
  Ann Arbor, MI
• 09/2013 → 05/2017
  Student - University Of Michigan
  Ann Arbor, MI

Other Businesses

Independent Life, Health and Annuity Insurance Agent since July 8, 2022. Sole-proprietor, 100% owner. Non-investment related. Operated from 250 W. Eisenhower Pkwy, Suite 140, Ann Arbor, Michigan 48103. Less than 20 hours per month during market business hours. Time is spent analyzing and preparing recommendations and quotes for prospects and current investment clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-09