Adam Uptmor
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Adam Uptmor is a financial advisor with LPL Financial in Grangeville, Idaho, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and concurrently serves as an elementary and middle school principal for the Mountain View School District, a role he has held since 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions through a large network of investment adviser representatives.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
217 E Main St
Grangeville, ID 83530
Most active in
Adam U has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Work history
LPL Financial
2022 - Present (4 years)
Mountain View School District
2017 - Present (9 years)
Lewiston School District
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
James R
Series 63, Series 65
Grangeville, ID
LPL Financial
Zachary C
Series 63, Series 65
Grangeville, ID
LPL Financial
Rocky H
Series 63, Series 65
Grangeville, ID
LPL Financial
David W
CFA®, Series 63, Series 65
Grangeville, ID
LPL Financial
Michael G
Series 63, Series 66
Grangeville, ID
Wells Fargo Clearing
John K
Series 66
Grangeville, ID
LPL Financial
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