Adam N. Wilson

FINANCIAL MANAGEMENT SERVICES,

Overland Park, KS 66210

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CRD#: 5240592

Professional summary

Adam North Wilson is a registered financial advisor currently at FINANCIAL MANAGEMENT SERVICES, INC located in Overland Park, Kansas.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Adam has worked at 2 firms and has passed the Series 65, Series 63 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 North Wilson'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®

None

Experience

Current

December 19, 2019 - Present

FINANCIAL MANAGEMENT SERVICES, INC

Office #1: 11235 Mastin Street Suite 203, Overland Park, KS 66210

RIA

CRD#: 115897

Overland Park, KS

Past

November 7, 2006 - January 23, 2009

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

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

Kansas
(12/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/19/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/6/2006

General Securities Representative Examination

Current Firm

FINANCIAL MANAGEMENT SERVICES, INC

CRD#: 115897 / SEC#:

Kansas

Registered Investment Advisory firm - (4/25/2000 Approved)

Minnesota

Registered Investment Advisory firm - (9/27/2023 Approved)

Ohio

Registered Investment Advisory firm - (11/8/2019 Approved)

Texas

Registered Investment Advisory firm - (2/6/2020 Conditional Restricted)

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Contact information

Main Address

11235 Mastin Street Suite 203, Overland Park, KS 66210

Mailing Address

Phone number

(913) 955-3355

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Adam N. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FINANCIAL MANAGEMENT SERVICES, INC

UMB FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2019

Series 63

Date: 11/17/2006

Series 7

Date: 11/6/2006

Current Firm

FINANCIAL MANAGEMENT SERVICES, INC

Contact information

Documents

Red Flags

Company Information

FINANCIAL MANAGEMENT SERVICES, INC

TRUST BUT VERIFY

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