Adam
Dwyer
Pfg Advisors
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About this Advisor
Adam Dwyer is a financial advisor operating in Mankato, Minnesota with 2 years of relevant experience. Dwyer is currently employed by Pfg Advisors. During their career, the advisor has held roles at Faribault Referee Association, Aflac, Dairy Queen, Course Hero, Inc, Ubs, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Securities America, Inc and Pfg Advisors, LLC. Dwyer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Pfg Advisors is a financial advisory company operating out of Phoenix, AZ. It has offices in 129 locations and a total of 94 people on staff. It administers $2 billion in assets across its 9,045 client accounts, placing it among the biggest firms in the country by assets under management. Of its 9,045 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the type of financial services. Fee types charged by Pfg Advisors likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam Dwyer Work History
Adam has been registered as a financial advisor for 2 years.*
Securities America, Inc
Pfg Advisors, LLC
Faribault Referee Association
Merrill Lynch, Pierce, Fenner & Smith Inc
Ameriprise Financial Services, Inc
Ubs
Aflac
Course Hero, Inc
Dairy Queen
*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 Dwyer 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
Scottsdale, AZ
Tucson, AZ
Eugene, OR
Albuquerque, NM
Springfield, OR
Albuquerque, NM
San Diego, CA
San Diego, CA
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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