AF
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Adam Feik

21 Years of Experience
Salem, OR
1 DisclosureBroker

Adam Feik is a registered investment advisor at Ameriprise Financial Services, LLC, based in Salem, OR, with 21 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

528 Cottage St Ne, Ste 300A, Salem, OR, 97301

Get directions

History

Regulatory History (1)
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Regulatory
October 2013
Final
Employment History
Current Registrations
Ameriprise Financial Services, LLC
March 2025 - Present · 1 yr 7 mos
Ameriprise Financial Services, LLC
October 2019 - Present · 7 yrs
Ameriprise Financial Services, LLCBroker
October 2019 - Present · 7 yrs
Previous Registrations
MML Investors Services, LLC
October 2016 - August 2017 · 10 mos
MML Investors Services, LLCBroker
September 2016 - August 2017 · 11 mos
Uci Wealth Advisors LLC
June 2015 - June 2016 · 1 yr
Beacon Rock Investment Advisors
May 2009 - June 2016 · 7 yrs 1 mo
Beacon Rock Investment Advisors
May 2009 - December 2011 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
June 2006 - May 2009 · 2 yrs 11 mos
Wells Fargo Advisors, LLCBroker
June 2006 - May 2009 · 2 yrs 11 mos
Piper Jaffray & CO.
September 2002 - July 2006 · 3 yrs 10 mos
Piper Jaffray & CO.Broker
September 2002 - July 2006 · 3 yrs 10 mos
State Registrations16 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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