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
5 years
Location
Augusta, WI
LPL Enterprise
Institution
Adam Zawilenski is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved with Foster Bar and Grill in Osseo, WI. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, consulting, and access to third-party asset managers.
Based on LPL Enterprise
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.
Augusta, WI
Augusta WI
Advisors at this office
1
Minnesota · Wisconsin
5 years of industry experience
LPL Enterprise
2024 - Present • 2 years
St. Louis Park, MN
Prudential Insurance Company of America
2021 - Present • 5 years
St Louis Park, MN
Pruco Securities, LLC.
2021 - 2024 • 3 years
St Louis Park, MN
Wp Operations, LLC
2018 - 2021 • 3 years
Hixton, WI
Pinstripes
2016 - 2017 • 1 year
South Barrington, IL
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 63, Series 65
Osseo, WI
Thrivent Investment Management
Jessica Berg is a financial advisor with Thrivent Investment Management in Osseo, Wisconsin, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Royal Credit Union, LPL Financial, and INVEST Financial Corp. Outside of her advisory role, she owns and operates a hobby farm involved in the sale of cattle and other livestock. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics. The firm’s approach combines goal-based analyses and flexible service options without discretionary trading authority.
Series 66
Fall Creek, WI
Edward Jones
Christine Sims is a financial advisor with Edward Jones in Fall Creek, WI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones in various roles since 2020 and previously worked at Chippewa Valley Printmark Corp and Vital Plastics. Sims also held a secretary position at Sims Enterprises Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Fall Creek, WI
Edward Jones
Neil Seidling is a Series 66 licensed financial advisor with Edward Jones, based in Fall Creek, WI. He has 17 years of industry experience and has been with Edward Jones since 2008. Outside of his advisory role, he owns and helps maintain a family farm in Fall Creek. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
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