Andrew
Adams

Mairs & Power

CRD#2558532
Investment Advisor
in Saint Paul, MN

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About this Advisor

Andrew Adams is a chartered financial analyst and chartered investment counselor who works in Saint Paul, Minnesota who has 9 years of relevant experience. Adams is an employee of Mairs & Power. They have spent their complete career at Mairs & Power. Adams has a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Minnesota. Mairs & Power is an advisory business operating out of Saint Paul, MN. It oversees $10 billion in assets under management between its 1,576 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 42 charities and foundations. Of its 1,576 customer accounts, 74% belong to high-net-worth investors who have more than $1 million in assets. Mairs & Power performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fees billed by Mairs & Power can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst, Chartered Investment Counselor

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

30 E 7Th Street Suite 2500
Saint Paul, MN 55101-4914

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Mairs & Power Brokerage Details

Total Assets Under Management

$9,716,400,716

MN Average: $5,289,111,388
Total Number of Employees

44

MN Average: 157
Total Number of Accounts

1,576

MN Average: 8,262
Average Account Size

$6,165,229

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Andrew Adams Work History

Andrew has been registered as a financial advisor for 9 years.*

2006 - Present (18 years)

Mairs And Power Inc

*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 Andrew Adams 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 Mairs & Power

Kevin Earley
Saint Paul, MN
Glenn Johnson
Saint Paul, MN
Peter Johnson
Saint Paul, MN
Andrew Adams
Saint Paul, MN
Lisa Kelly
Saint Paul, MN
Patrick Farley
Saint Paul, MN
Mark Henneman
Saint Paul, MN
Robert Thompson
Saint Paul, MN

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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