Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Troy, NC
Thrivent Investment Management
Institution
Adam Burrow is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work includes roles at Shelton Insurance and Montgomery Insurance, as well as a year at Burrows Landscaping. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial plans that cover a wide range of topics. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.
Commissions and sales loads apply on recommended products such as mutual funds, insurance, and variable products; these fees are separate from Planning Fee.
Minimum fee: Planning Fees range from a minimum of $600 to a maximum of $10,000 unless otherwise accepted by Thrivent. Minimum fees may be higher in certain circumstances. Fee-only: Planning Fee negotiated based on scope, complexity, advisor experience; ranges from $600 to $10,000.
Troy, NC
Troy NC
Advisors at this office
1
District of Columbia · North Carolina · Oklahoma · Texas
< 1 year of industry experience
Thrivent Financial
2026 - Present • 1 year
Appleton, WI
Thrivent Investment Management Inc
2026 - Present • 1 year
Minneapolis, MN
Burrows Landscaping
2025 - 2026 • 1 year
Troy, NC
Shelton Insurance
2020 - 2025 • 5 years
Albemarle, NC
Montgomery Insurance
2015 - 2020 • 5 years
Troy, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Candor, NC
Fortress Family Asset Management LLC
Casey Rose is a financial advisor at Fortress Family Asset Management LLC with one year of industry experience. Prior to entering financial advising, Rose served seven years in the Department of Defense and seven years at DayStarr Communications. Rose is also a licensed insurance agent. Fortress Family Asset Management LLC provides discretionary portfolio management and financial planning services to individuals and businesses. The firm uses a combination of top-down macroeconomic frameworks and bottom-up technical analysis to implement dynamic, regime-based asset allocations tailored to client risk tolerance and objectives.
Series 63, Series 66
Troy, NC
OSAIC Institutions, INC.
Jeffery Robinson is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at First Bancorp since 2016 and Infinex Investments, Inc. since 2015. Outside of his advisory roles, Robinson serves as chairman of the budget and finance committee at First Baptist Church in Biscoe, NC. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model and serves a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients.
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Troy, NC
Edward Jones
Erica Miller is a financial advisor with Edward Jones in Troy, North Carolina, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked at Thomasville City Schools for four years. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.
CFP®, Series 66
Troy, NC
Edward Jones
Michael Hayes is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds a Series 66 designation and is based in Troy, NC. Outside of his advisory role, he owns Everlast Properties, LLC, a real estate business in Asheboro, NC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.
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