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Adam Robinson

Adam Robinson

SEVENWEALTH LLC
LONGMONT, CO
Some features on this profile are disabled
CRD#: 2409443
Adam Robinson

Professional summary

Adam Robinson, AIF®, CFP® is a registered financial advisor currently at SEVENWEALTH LLC located in Longmont, Colorado.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Adam has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Robinson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

January 19, 2026 - Present

SEVENWEALTH LLC

RIA
CRD#: 338710
LONGMONT, CO
Past

April 13, 2005 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Longmont, CO
Past

April 13, 2005 - December 31, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Longmont, CO
Past

January 24, 2003 - April 13, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLANO, TX
Past

December 19, 2002 - April 13, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

November 29, 1994 - June 15, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 29, 1994 - June 15, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/2/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/2002
General Securities Representative Examination

Current Firm

SL
SEVENWEALTH LLC
SEVENWEALTH LLC

CRD#: 338710 / SEC#:

Colorado
Registered Investment Advisory firm - (1/19/2026 Approved)
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Contact information

Main Address
Longmont, CO
Mailing Address
Phone number
(303) 532-8394
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SEVENWEALTH LLC

CRD#: 338710Longmont, CO

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