AF
CFP
AF
CFP

Adam Fowler

17 Years of Experience
Fort Collins, CO
Broker

Adam Fowler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

223 S. Howes St., Fort Collins, CO, 80521

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Adam has 50% ownership in Jansen Capital LLC, a real estate holding company, spending a few hours per week. He also has 50% ownership in Mountain West Wealth LLC, an operating account for Finet revenue and real estate, dedicating nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Advisors
April 2019 - June 2024 · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2019 - June 2024 · 5 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
October 2011 - May 2019 · 7 yrs 7 mos
U.S. Bancorp Investments, INC.
October 2011 - May 2019 · 7 yrs 7 mos
Chase Investment Services CORP.
December 2008 - October 2011 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
December 2008 - October 2011 · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
September 2008 - December 2008 · 3 mos
State Registrations22 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.
Adam Fowler - Financial Advisor | TrueAdvisor