Adam Landvik
Adam Landvik is a registered investment advisor at Private Advisor Group, LLC, based in Roseville, MN, with 24 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
Roseville, MN
Get directionsHistory
Regulatory History (2)
Judgment / Lien
July 2018Judgment / Lien
September 2017Other Business Activities
Adam is a registered investment advisor with Investors Financial Group, LLC since 2013, spending about 20% of his time there. Since March 2022, he also provides investment advisory services through Private Advisor Group, LLC, using DBAs Landvik Financial and Investors Financial Group, dedicating full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Investors Financial Group
Raymond James Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Edward JonesBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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