AA
AA

Adam Jacob Andresen

4 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Loading...

Location

9839 S. 168th Ave, Ste 2B, Omaha, NE, 68136

Get directions

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.

Learn about disclosures →
Other Business Activities

Adam is a salaried financial professional at Croker & Associates LLC, managing client accounts, which takes nearly full-time hours. He also owns a sports podcast called Off the Perch, dedicating a few hours per week to it.

Employment History
Current Registrations
Lincoln InvestmentBroker
December 2024 - Present · 1 yr 2 mos
Lincoln Investment
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Bridges Investment Management INC
February 2023 - December 2024 · 1 yr 10 mos
Bridges Investment Management INC
December 2020 - October 2022 · 1 yr 10 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.