Adam Amorn, the sole initiator of Premier Prosperity Advisors LLC, has had years of experience working at Merrill Lynch. After leaving Merrill Lynch in 2017, Adam was inspired to start his own business where he could have more flexibility and put the clients first. What sets our company apart is how we deal with our customers. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms. We are not constrained to one specific type of investment and can plan/advise according to our clients needs and goals. Whether you require us to secure a future financial plan for you, a retirement plan or manage your wealth, we are here to offer our services.
Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly. Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.
General Information |
| Firm Start Year: | 2017 | |
| Number of Years with Current Firm: | 6 |
| Work Experience: |
Merrill Lynch
Senior Financial Advisor 2012-2017 Premier Prosperity Advisors Managing Member 2017- Present |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Investment Types: | Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Variable Annuity, Life, Health |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Education |
| MBA - Finance | Loyola University Chicago
- Chicago, IL 06/01/2009-05/14/2010 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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