Adam
Stalnaker
Rockport Wealth Advisors
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About this Advisor
Adam Stalnaker is a financial advisor based in Cleveland, Ohio, working with Rockport Wealth Advisors. Adam has previously held positions at Cetera Advisors LLC, Rockport Wealth, LLC Dba Rockport Wealth Advisors, Ars Capital, Inc, and Private Client Services. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana, Ohio, and Texas. Currently, Adam is part of Rockport Wealth Advisors, which operates out of Cleveland, Ohio. The firm has 5 offices and 9 employees. The firm manages assets totaling $143.7 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars, and other services. The fee structure at Rockport Wealth Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rockport Wealth Advisors Brokerage Details
$143,699,000
9
503
$285,684
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Stalnaker Work History
Private Client Services
Rockport Wealth, LLC Dba Rockport Wealth Advisors
Ars Capital, Inc
Cetera Advisors LLC
Disclosures
Please visit the SEC profile of Adam Stalnaker 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 Rockport Wealth Advisors
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cincinnati, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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