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Adam Amys

7 Years of Experience
Lakeville, MN
BrokerSells Insurance

Adam Amys is a registered investment advisor, based in Lakeville, MN, with 7 years of industry experience.

Location

Lakeville, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Adam works as an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance products, dedicating a few hours per week. He also works as a financial professional for Lalonde Wealth Advisor Group, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
January 2019 - August 2023 · 4 yrs 7 mos
Cri Securities, LLC
January 2019 - October 2021 · 2 yrs 9 mos
Securian Financial Services, INC.Broker
November 2018 - August 2023 · 4 yrs 9 mos
Cri Securities, LLCBroker
November 2018 - October 2021 · 2 yrs 11 mos
State Registrations7 states
COFLMNNYOHTXWI
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 Amys - Financial Advisor | TrueAdvisor