Advisor at Henrickson Nauta Wealth Advisors, Inc.
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Firm
Henrickson Nauta Wealth Advisors, Inc.
Location
Belmont, MI 49306
Credentials
Series 63, Series 65
Industry experience
1 year
Adam Waleskowski is a financial advisor with Henrickson Nauta Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Henrickson Nauta Wealth Advisors, he worked at Bankers Life and related entities. He is also licensed as an insurance agent through Henrickson Nauta Insurance Advisors, LLC. Henrickson Nauta Wealth Advisors is an SEC-registered firm managing approximately $805 million for individuals, families, trusts, retirement plans, and corporate clients. The firm employs a Modern Portfolio Theory–informed, long-term investment approach and offers customized portfolio management, including the use of unaffiliated Independent Managers, along with additional services such as family office support and business succession planning.
Based on Henrickson Nauta Wealth Advisors, Inc.
Financial planning or consulting services fixed fees ranging from $500 to $25,000, negotiable depending on complexity
$0 - $500,000: 1.85% $500,001 - $1,000,000: 0.90% $1,000,001 - $4,000,000: 0.65% $4,000,001+: 0.45%
Certain Advisory Persons may earn commissions from insurance sales and supervised persons may implement securities transactions under separate commission-based arrangements.
$100 to $300 per hour, negotiable depending on complexity
2325 Belmont Center Dr. Ne, Suite A
Belmont, MI 49306
Michigan
Henrickson Nauta Wealth Advisors, LLC
2024 - Present (2 years)
Bankers Life Advisory Services, Inc
2024 - 2024 (1 year)
Bankers Life Securities, Inc
2024 - 2024 (1 year)
Bankers Life & Casualty, Inc
2021 - 2024 (3 years)
Lown Homes
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
BG Göttingen
2020 - 2020 (1 year)
Fraport Skyliners GmbH
2019 - 2020 (1 year)
MHP Reisen Ludwigsburg
2017 - 2019 (2 years)
BG Göttingen
2016 - 2017 (1 year)
MHP Reisen Ludwigsburg
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
Cedar Springs, MI
Ameriprise
My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.
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