Adam
Mosbach

Pfg Advisors

CRD#2374923
Investment Advisor
in Phoenix, AZ

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About this Advisor

Adam Mosbach is a certified financial planner based out of Phoenix, Arizona with 4 years of relevant experience. Mosbach is an advisor for Pfg Advisors. Their career trajectory has included roles at Lincoln Financial Advisors Corp, Ashton Thomas Private Wealth, LLC, Ashton Thomas Insurance Agency, M. S. Howells & Co, Securities America, Inc, Pfg Advisors and Self Employed Adam Mosbach. Mosbach maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Arizona and Texas. Pfg Advisors is a financial advisory company that has its headquarters in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 advisors. It oversees $2 billion in total assets between its 9,045 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 9,045 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Pfg Advisors provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Pfg Advisors can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3200 N. Central Ave Suite #200
Phoenix, AZ 85012

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Adam Mosbach Work History

Adam has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Securities America, Inc

2019 - Present (5 years)

Pfg Advisors

2019 - Present (5 years)

Self Employed Adam Mosbach

2018 - 2019 (1 year)

Ashton Thomas Private Wealth, LLC

2018 - 2019 (1 year)

Ashton Thomas Insurance Agency

2018 - 2019 (1 year)

M. S. Howells & Co

2008 - 2018 (10 years)

Lincoln Financial Advisors Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Mosbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
Blake Rorbach
Scottsdale, AZ
Heather Metcalf
Springfield, OR
John Griffith
Eugene, OR
James Merkel
Tucson, AZ
Heather Schara
Albuquerque, NM
Peter Webb
Rio Rancho, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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