Adam Rainey
Adam Rainey is a CFP-designated registered investment advisor at Strategic Asset Management LLC., based in Rochester, MN, with 12 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable and billed quarterly in advance.
Fee Estimator
Location
2434 Superior Dr. NW Suite 101, Rochester, MN, 55901
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an employee of Strategic Tax and Retirement and an Investment Advisor Representative (IAR) with Star Capital Inc and Strategic Asset Management. He is also the owner/planner of Strategic Retirement Solutions and an insurance agent with My Life Guys, spending minimal time on the insurance business.
Employment History
Current Registrations
Strategic Asset Management LLC.
Star Capital INC.
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
State Registrations3 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.
Exams
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