Adam Brian Hartung

CFP

J. W. Cole Advisors, INC.

25 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

J. W. Cole Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

467 advisors

Number of Clients

29,614 clients

Average Client Portfolio

$243K average

Assets Under Management

$7.2B

Fee Structure

Minimum Investment:$100K

Financial Planning:Charged separately

Minimum Annual Fee:$280

Location

17316 Kenyon Ave, Suite 104, Lakeville, MN, 55044

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History

Regulatory History (1)

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Customer Dispute

April 2020

Denied

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Other Business ActivitiesSells Insurance

Adam is the President of Midwest Money Management, offering investment management, financial planning, and insurance sales. He also serves as a board member for the Brian D. Hartung Foundation, dedicating minimal time to this non-investment related charity.

Employment History

Current Registrations

J. W. Cole Advisors, INC.

May 2023 - Present · 2 yrs 9 mos

J.W. Cole Financial, INC.Broker

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

J. W. Cole Advisors, INC.

April 2023 - May 2023 · 1 mo

Spc

November 2008 - April 2023 · 14 yrs 5 mos

Parkland Securities, LLCBroker

February 2002 - April 2023 · 21 yrs 2 mos

Walnut Street Securities, INC.Broker

March 2000 - February 2002 · 1 yr 11 mos

State Registrations15 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.