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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 with your unique nee”
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 leverage our total independence to form a partnership with you. We offer no proprietary insurance or investments because we are not owned or affliated with an mutual fund or insurance company. We offer unbiased advice for a fee, no strings attached.

We help you gain power over your money and investments -saving you time and keeping you stress-free, while creating opportunities for your success and security.
 

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:    Any
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    17
Work Experience:    Business Owner - 17 years (present)
Advisor - Wells Fargo Investments - 4 years
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced:    Access to Spanish translator
 

Education

Academic Background
 
Bachelor of Science - Iowa State University
 

Services

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

Qualifications & Memberships

Certifications, Accreditations & Designations:    RMA - Retirement Management Analyst, Chartered Retirement Plans Specialist (CRPS®)
Securities Licenses:    Series 65, Series 7, Series 63, Series 6
Insurance and Annuity Licenses:    funeral expenses, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Society of Financial Services Professionals, Paladin Registry
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:    175
Advisor's Number of Managed Clients:    175
Advisor's Number of Planning Clients:    135
Assets Managed by Advisor:    $25MM
 

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 & Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Hourly, Based on Assets, Flat Fee, 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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