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Adam Bandenburg

1 Year of Experience
Cincinnati, OH
Broker

Adam Bandenburg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cincinnati, OH, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5659 Rapid Run Road, Unit 3, Cincinnati, OH, 45238

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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 Activities

Adam works as a financial advisor for CurdCo Wealth Management, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2024 - April 2024 · 1 mo
State Registrations3 states
INKYOH
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 Bandenburg - Financial Advisor | TrueAdvisor