Adam
Fliehman
Spc
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About this Advisor
Adam Fliehman is a financial advisor working out of Spring Lake, Michigan, with 2 years of industry experience. Fliehman works at Spc. Throughout their career, they have worked at Nylife Securities LLC, New York Life, Cetera Advisors LLC, Regal Investment Advisors, LLC and Regulus, LLC. Fliehman holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Florida and Michigan. Spc is a registered investment business that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 people on staff. It controls $6 billion in total assets between its 34,594 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 34,594 accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in investable assets. Spc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on which services are provided. However, fees charged by Spc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Fliehman Work History
Adam has been registered as a financial advisor for 2 years.*
Regal Investment Advisors, LLC
Regulus, LLC
Cetera Advisors LLC
Nylife Securities LLC
New York Life
*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 Fliehman 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 Spc
Dallas, TX
Ann Arbor, MI
Novi, MI
Cincinnati, OH
Ann Arbor, MI
Ann Arbor, MI
Saint Petersburg, FL
Ann Arbor, MI
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.
