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Adam Michael Laibson

Adam M. Laibson

MAINSAIL FINANCIAL GROUP
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 4569804
Adam Michael Laibson

Professional summary

Adam Michael Laibson, CFP® is a registered financial advisor currently at MAINSAIL FINANCIAL GROUP located in Bellevue, Washington.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Adam has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

top-8-questions

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.
1. Co-Owner, Mainsail Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 11/08/2018; Approximately 95% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales, as an Agent; As of 11/08/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Laibson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

March 14, 2022 - Present

MAINSAIL FINANCIAL GROUP

Office #1: 11245 Se 6th Street Suite 140, Bellevue, WA 98004
RIA
CRD#: 317970
Bellevue, WA
Past

February 1, 2019 - April 1, 2022

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
SAN DIEGO, CA
Past

February 1, 2019 - April 1, 2022

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
SAN DIEGO, CA
Past

March 25, 2017 - February 7, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BELLEVUE, WA
Past

March 25, 2017 - February 7, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BELLEVUE, WA
Past

December 23, 2011 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
BELLEVUE, WA
Past

December 5, 2011 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BELLEVUE, WA
Past

September 21, 2011 - November 30, 2011

PFS INVESTMENTS INC.

RIA
CRD#: 10111
MOUNTLAKE TERRACE, WA
Past

August 6, 2002 - November 30, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
MOUNTLAKE TERRACE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA
Registered Investment Advisory firm - (2/25/2022 Approved)

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
Oregon
(9/22/2025)
IAR
Texas
(3/14/2022)
IAR
Washington
(3/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/8/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/6/2002
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: 3/20/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/5/2002
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/24/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/3/2006
Investment Company Products/Variable Contracts Principal Examination

Current Firm

MF
MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA
Registered Investment Advisory firm - (2/25/2022 Approved)
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Contact information

Main Address
11245 Se 6th Street Suite 140, Bellevue, WA 98004
Mailing Address
Phone number
(425) 502-7693
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAINSAIL FINANCIAL GROUP ADV BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts892
AUM (Assets Under Management)$ 268,191,466

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

MAINSAIL FINANCIAL GROUP

CRD#: 317970Bellevue, WA 98004

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