A complete list of active advisors currently associated with Adk Wealth Advisory Group
Warmer can help you find a great advisor at Adk Wealth Advisory Group or one who fits your needs even better.
ADK Wealth Advisory Group is an SEC‑registered investment adviser that provides fee‑based investment management and financial planning primarily to individual and high‑net‑worth clients; the firm also offers retirement‑plan advisory (including ERISA 3(21) and 3(38) services), hourly consulting, and tailored planning services. Investment programs and custody are delivered through LPL‑sponsored platforms and include both wrap and non‑wrap account structures. Portfolios are constructed and supervised on an ongoing basis to match each client’s objectives and risk tolerance, with ADK using a combination of fundamental and technical analysis to implement long‑ and short‑term strategies across mutual funds, ETFs, equities, fixed income and REITs. The firm may manage accounts on a discretionary basis, employs rebalancing and periodic reviews, and uses features such as dynamic currency hedging for international exposures; it also operates specific LPL programs including its own wrap program and an Optimum Market Portfolio that uses Optimum Funds Class I shares. What distinguishes ADK from many peers is that the firm serves as both program sponsor and portfolio manager for its wrap fee offerings—an arrangement that is uncommon for similar team firms—and that many of its representatives are licensed insurance agents who may offer commission‑based insurance products, a practice the brochure discloses as a potential conflict of interest. ADK also provides back‑office services to other advisers and a range of LPL model and manager platforms (PWP, MWP, Manager Select), making its mix of sponsor, fiduciary plan services and advisor support notable for a firm of its size.
To learn more about the advisors currently working at Adk Wealth Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Adk Wealth Advisory Group's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Franklyn, TN
| 38
| |
St. Louis, MO
| 37
| |
St. Louis, MO
| 15
| |
St. Louis, MO
| 22
| |
Creve Coeur, MO
| 21
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)