Justin Adams
Advisor at Ameriprise
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
Justin Adams is a financial advisor with Ameriprise in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dairy Farmers of America from 2019 to 2022. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
281 A S. Main Street
Zumbrota, MN 55992
Most active in
Justin A has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Ameriprise
2022 - Present (4 years)
Dairy Farmers of America
2019 - 2022 (3 years)
Unemployed
2019 - 2019 (1 year)
Applebee's
2018 - 2018 (1 year)
MRCI
2018 - 2019 (1 year)
Applebee's
2018 - 2018 (1 year)
Fun.com, Inc.
2017 - 2017 (1 year)
SNG Research Corporation
2017 - 2017 (1 year)
PossAbilities
2016 - 2018 (2 years)
Cardinal of Minnesota
2016 - 2018 (2 years)
Student
2015 - 2019 (4 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.
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.
Is not active or affiliated with:
-
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Matthew W
CFP®, Series 66
Zumbrota, MN
Wojick Capital Management
Sarah J
Series 66
Pine Island, MN
Optivise Advisory Services LLC
Scott S
Series 66
Oronoco, MN
First Heartland Consultants, Inc.
Karolin L
CFP®, Series 63
Zumbrota, MN
Ameriprise
Leann G
CFP®, Series 66
Zumbrota, MN
Ameriprise
Peter H
Series 63, Series 65
Pine Island, MN
Ameriprise
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