Adam Srmek
Adam Srmek is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portage, MI, with 9 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
7130 S Westnedge Ave, Portage, MI, 49002-4209
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2025Other Business Activities
Adam works as a financial advisor for OKL, LLC, dedicating a significant amount of time to this role. He also owns a YouTube channel called AJ Srmek - Straight Talks and is a contracted employee for Cerifi, creating video lectures.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations38 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.