Brent
Adams
Independent Advisor Alliance, LLC
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About this Advisor
Brent Adams is a financial advisor based in Delafield, Wisconsin, working with Independent Advisor Alliance, LLC. Brent has previously worked at Ellenbecker Investment Group, Inc, Franklin Meats, African American Chamber Of Commerce Wi, Refinitive, Hotel Madrid, Aimbridge Hospitality, Uniplan Investment Counsel, and Lpl Financial LLC. Brent has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Brent is part of Independent Advisor Alliance, LLC, which operates out of Delafield, Wisconsin. The firm has 140 offices and 283 employees. The firm manages assets totaling $14.1 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$14,074,143,679
283
54,861
$256,542
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brent Adams Work History
Lpl Financial LLC
Ellenbecker Investment Group, Inc
Franklin Meats
African American Chamber Of Commerce Wi
Refinitive
African American Chamber Of Commerce Wi
Hotel Madrid
Aimbridge Hospitality
Uniplan Investment Counsel
Disclosures
Please visit the SEC profile of Brent Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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