CraigAdamson- Financial Advisor Marion, IA

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About Craig Adamson

We help clients demystify their finances. Understanding personal finances can be scary, intimidating, frustrating, and time-consuming. Sometimes advisors make things worse by being scary and intimidating on purpose. It doesn't have to be that way.

At TrueWealth Stewardship, we educate on how to make better financial decisions. How do we do this? By utilizing our IDEA Process. We start by IDENTIFYING their needs. Then we DEVELOP a customized financial plan. A plan based on our client's life, not someone from the movies or a commercial. We don't and won't do a cookie-cutter analysis or straight-off-the-shelf robo plans like other companies pass off as "original thinking." You're not a penguin. You're not a sheep. You're a person. We help people who want to be our clients. And for those clients who want additional help, we work together to EXECUTE their plan and then ADAPT their plan as needs and situations change.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

2751115

Firm CRD#

6413

Insurance License#

6864412

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

IA, AZ, CO, FL, GA, IL, KS, KY, MN, MO, NE, NY, TX, VA, WI, WY

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Business Owner - 24 years (present)

Advisor - Wells Fargo Investments - 4 years

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CLTC^®, CRPS^®, CRC^®, RMA - Retirement Management Advisor

Securities Licenses

Series 7, Series 6, Series 65, Series 63

Insurance and Annuity Licenses

Health, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Financial Organization Memberships

Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)

Non-Financial Organization Memberships

Chair - Marion Public Services Board Board Member - Marion Senior Living Community Board Member - Cedar Rapids National Association of Insurance and Financial Advisors Board Member - Cedar Rapids Society of Financial Service Professionals Board Member - Retirement Income Industry Association Education Board & Peer Reviewer for Retirement Income Journal Member - CEO Roundtable Member - Marion/Cedar Rapids Chamber of Commerce Local President - Iowa State University Alumni Assn for Linn & Johnson Counties Assistant Coach - U-10 Linn Mar baseball Assistant Coach - U-8 AYSO Girls soccer Former - Marion City Council Member Former - Board member of Cedar Rapids Financial Planning Assn.

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Commissions, Hourly, Based on Assets

Fee % Based on Assets

Additional Details on Charges

Fees are discussed up-front with clients.

Fee estimate is provided at time planning engagement is agreed to.

Annual fees for investment management are assessed on a sliding scale and may be increased or decreased depending on the services needed by the client. I will work with the client to define those needs to make the appropriate choices when implementing their investment strategy.

Minimum Fee Charged for Managed Accounts

$500

Minimum Fee Charged for Hourly Planning Accounts

$300

Minimum Fee Charged for Flat Fee Accounts

$0.00

Education

Bachelor of Science -

Iowa State University
08/15/1991 -05/11/1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, a Registered Investment Advisor and a separate entity from LPL Financial.

Paladin Advisors

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Paladin Research Report For:

Craig Adamson

TrueWealth Stewardship