Adam Boerger
Adam Boerger is a registered investment advisor at Wells Fargo Advisors, based in Elsmere, KY, with 29 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
4205 Dixie Hwy, Elsmere, KY, 41018
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
February 2008Other Business Activities
Adam umpires KHSAA softball games and is treasurer for the Northern KY Softball Association. He also has ownership stakes in A.G.Boerger LLC and Boerger Jordan LLC, acts as power of attorney for his mother, and is trustee of AG Boerger LLC 401k, dedicating minimal time to each.
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
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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