Adam Tobin is a CFP-designated registered investment advisor, based in Plymouth, MN, with 12 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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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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Adam is a notary in MD since May 2024. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
June 2024 - Present · 1 yr 10 mos
Wealth Enhancement Advisory Services, LLC
May 2024 - Present · 1 yr 11 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - June 2025 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
August 2021 - May 2024 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
August 2021 - May 2024 · 2 yrs 9 mos
T. Rowe Price Advisory Services, INC.
October 2014 - August 2021 · 6 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
June 2013 - August 2021 · 8 yrs 2 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.