Adam Yakubec

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Myers, FL
• 10/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Fort Myers, FL
• 03/2020 → 01/2025
  Ameriprise Financial Services, Llc
  Fort Myers, FL
• 01/2025 → 06/2025
  Unemployed
  Fort Myers, FL
• 06/2025 → 01/2026
  Lpl Financial
  Coral, FL
• 07/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Naples, FL
• 01/2026 → 07/2026
  Unemployed
  Fort Myers, FL

Previous Registrations

• 2025-06-20 → 2025-10-21
  Lpl Financial Llc
  Cape Coral, FL
• 2009-10-05 → 2025-01-23
  Ameriprise Financial Services, Llc
  Fort Myers, FL
  Naples, FL
  Fort Myers, FL
• 2005-07-12 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Ft Myers, FL
  Fort Myers, FL
• 2000-08-21 → 2005-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Myers, FL

Exams

• S66 Uniform Combined State Law Examination
  2000-08-31

Other Names

• Adam M Yakubec