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Featured Business Financial Advisor in Marion, IA
Marion Financial Advisors
TrueWealth Stewardship
888 10th Street, Suite 101
Marion, IA 52302
(319) 373-4124
“Customized financial strategies aligned w/ your unique needs”
Advisor Profile
Craig Adamson
Name:  Craig Adamson
Phone Number:  (319) 373-4124
Website:  Visit Website
ADV Form II Link:
Available upon request

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.

About TrueWealth Stewardship

We help you gain power over your money through a multi-stage
financial planning process. The goal is to get to know you very,
very well to create a customized plan that fits what you and your
family need, not what some high-budget advertising campaign is
designed to sell you.

Our goal is to become your trusted partner to help you understand
what you have, as well as what you may need to move you closer to
your financial goals. Our independent structure allows us to
work with your current advisor team, or to introduce you to other
professionals who may be able to help you -such as legal or tax
advisors.

We want to work with people who value professional advice and
want an independent, professional advisor to help them make
informed decisions about their money. If that describes you,
we'd like to meet you to see if we can parnter with you.
 

General Information

Gender:    Male
CRD#:    2751115
Firm CRD#:    6413
Insurance License#:    6864412
Name of Broker/Dealer:    LPL Financial
Name of Custodial Firm:    LPL Financial
States Licensed in:    IA, CO, FL, IL, KS, MN, MO, NE, NY, TX, WI
States Willing to do Business in:    Alburnett,Amana,Anamosa,Atkins,Cedar Rapids,Center Point,Central City,Coggon,Coralville,Ely,Fairfax,Hiawatha,Hopkinton,Lisbon,Martelle,Mechanicsville,Middle Amana,Monticello,Morley,Mount Vernon,Newhall,North Liberty,Norway,Olin,Palo,Quasqueton,Rowley,Ryan,Shellsburg,Solon,Springville,Stanwood,Swisher,Tiffin,Urbana,Vinton,Walford,Walker,Any
Years of Experience in Financial Services:    22
Number of Years with Current Firm:    18
Work Experience:    Business Owner - 18 years (present)
Advisor - Wells Fargo Investments - 4 years
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Education

Academic Background
 
Bachelor of Science - Iowa State University
 

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, IRAs, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, Video Conference, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    RMA - Retirement Management Advisor, Chartered Retirement Plans Specialist (CRPS®)
Securities Licenses:    Series 7, Series 63, Series 65, Series 6
Insurance and Annuity Licenses:    Health, Disability, Annuity, Life, Long Term Care, Variable Annuity, funeral expenses, Variable Life
Financial Organization Memberships:    Paladin Registry, 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:    200
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    150
Assets Managed by Advisor:    $30MM
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    50,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets, Commissions
Fee % Based on Assets:    1
Hourly Rate:    $150.00
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:    $300
Minimum Fee Charged for Hourly Planning Accounts:    $300
Minimum Fee Charged for Flat Fee Accounts:    $0.00
 
 
 
Prepared By: Craig Adamson

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