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Adam Joseph Troendle

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1300 Godward Street Ne, Suite 5500, Minneapolis, MN, 55413

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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 as a financial advisor for Focus Financial Network Inc., dedicating full-time hours to this role. He also works as an insurance agent for Focus Financial Insurance, spending minimal time quoting life insurance.

Employment History
Current Registrations
Focus Financial
January 2020 - Present · 6 yrs 1 mo
Osaic Wealth, INC.Broker
November 2019 - Present · 6 yrs 3 mos
State Registrations11 states
AZCOFLIDILINMNNMTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Joseph Troendle - Financial Advisor | TrueAdvisor