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Wells Fargo Advisors, LLC | Financial Advisor in Bloomington ,IL

1705 Tullamore Ave, Suite B,
Bloomington, IL 61704

[Compare James E. with other financial advisors in Bloomington, IL]

About

My businessI help individuals and business owners manage their financial affairs so they can devote more time and attention to their families, businesses, or other interests. I serve as their primary financial advisor and provide education and advice regarding their investment portfolios, retirement planning, college funding for their children and grandchildren, life insurance¹, and estate strategies². I coordinate my work with their professional advisors including their attorneys, CPAs, and tax preparers. My goal is to provide clients with sound advice, strategies, and financial products that result in the chance to enjoy the freedom and happiness that comes with an independent financial future. No matter what your situation is, if there is a way I can help, I would like the opportunity to earn your trust, earn your business, and start a relationship.

14 Years of Experience


  • CRD# 4135052
  • Firm CRD# 19616
  • Insurance License# 3476099
  • Series 7, 66

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Susan, a Retired School Teacher from New York


General Information
Insurance License#:   3476099
Name of Broker/Dealer:   Wells Fargo Advisors, LLC
States Licensed in:   AR, AZ, CA, FL, HI, IA, IL, IN, LA, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, VA, WI, WY
Number of Years with Current Firm:   14
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance , Alternative Investments , Annuities , Stocks , Bonds , Options & Futures , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Life , Variable Life , Long Term Care , Variable Annuity , Annuity
Financial Organization Memberships:   Society of Financial Services Professionals


Firm Information
Number of Advisors in Office:   Up to 10 employees
I work with clients as part of a team:   Yes


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   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
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Commissions



FAQs


DISCLAIMER

¹Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance agencies. ²Wells Fargo Advisors does not render legal, accounting, or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences. Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. This information is intended for use by residents of AL, AR, AZ, CA, CO, FL, HI, IA, IL, IN, KY, LA, MA, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, WI, WY only

James E. Adams CFP®

James E. Adams CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

AR AZ
CA FL
HI IA
IL IN
LA MN
MO MS
NC NJ
NY OH
PA SC
TN VA
WI WY

Office Hours

Mon. 8:00 AM - 4:30 PM
Tue. 8:00 AM - 4:30 PM
Wed. 8:00 AM - 4:30 PM
Thu. 8:00 AM - 4:30 PM
Fri. 8:00 AM - 4:30 PM