Adam Grantham is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lakeville, MN, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10543 165th St W, Lakeville, MN, 55044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam operates Manifest Wealth Management as a DBA for his LPL business since 2021. He also has The Grantham Group, INC as a business entity for tax/investment purposes since 2023.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations14 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.