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Adam Joseph Melom

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M

Fee Structure

Minimum Investment:$25K
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Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

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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 ActivitiesSells Insurance

Adam works for Freedom Financial Group as an Investment Advisor Representative since 2020, dedicating full-time hours to financial planning. He also works for Freedom Financial Group selling long-term and life insurance, taking about half of his time.

Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
February 2023 - Present · 3 yrs
Bfc Planning, INC.
March 2020 - Present · 5 yrs 11 mos
State Registrations18 states
FLGAIAKSMNMTNDNENJNVNYOKORPASDTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.