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As an Advisor, Adam assists clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals. These goals often include wealth accumulation, retirement income planning, tax savings, saving for college, wealth transfer, and protecting against the unexpected.
Adam began his career in the financial services industry in 1999 and has served as an Advisor at First Investments & Planning since 2012. Adam is a graduate of Briar Cliff College in Sioux City, IA, and holds a Bachelor of Arts degree in Business Administration. He currently holds series 7, 63 and 65 securities registrations, along with the Life, Health, Annuities & Variable Contracts Insurance Licenses.
Adam loves spending time with his family and doing about anything outdoors. If not in the office, chances are he’s boating on a lake, camping or anything else that allows him to be outside.
He has many childhood memories filled with endless camping, fishing and hunting, and hopes to provide those same joyous experiences to his two young sons.
First National Bank of Omaha
4124 S 50th St
Omaha, NE 68117
First National Bank of Omaha
3815 Denmark Dr
Council Bluffs IA, 51501
Helping guide individuals and families towards financial success is my primary goal as an Advisor.
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Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE