Adam Champagne is a registered investment advisor at Wells Fargo Advisors, based in Lafayette, LA, with 33 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1921 Kaliste Saloom Rd, Suite 202, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam has 50% ownership in Acadiana Walth Advisors LLC and 100% ownership in Champagne Financial Consulting Group LLC, spending about 10-20% of his time and nearly full-time, respectively, on these investment-related activities. He also serves as a board of trustees member for the University of Louisiana Foundation, dedicating minimal time to attending meetings.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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