Brian J. Adamek

E-WEALTH PARTNERS

Minnetonka, MN 55343

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CRD#: 5667452

Professional summary

Brian Joseph Adamek, CFP®, CPWA® is a registered financial advisor currently at E-WEALTH PARTNERS located in Minnetonka, Minnesota.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 5 firms and has passed the 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 Brian Joseph Adamek'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: 2011

CPWA^®

Certified Private Wealth Advisor

Start date: 2018-01-04

Expire date: 2023-12-31

Experience

Current

October 6, 2023 - Present

E-WEALTH PARTNERS

Office #1: 12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

RIA

CRD#: 327053

Minnetonka, MN

Past

June 29, 2023 - December 31, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

BLOOMINGTON, MN

Past

January 27, 2014 - January 16, 2024

ADVISORNET WEALTH PARTNERS

RIA

CRD#: 113074

BLOOMINGTON, MN

Past

November 20, 2013 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BLOOMINGTON, MN

Past

October 6, 2011 - December 31, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BLOOMINGTON, MN

Past

April 15, 2011 - October 4, 2011

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

BURNSVILLE, MN

Past

June 26, 2009 - October 4, 2011

NATIONAL PLANNING CORPORATION

CRD#: 29604

BURNSVILLE, MN

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".

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Minnesota
(10/6/2023)

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

Series 63

Date: 7/2/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/25/2009

General Securities Representative Examination

Current Firm

E-WEALTH PARTNERS

E-WEALTH PARTNERS | SBI FINANCIAL SERVICES, LLC | E-WEALTH PARTNERS, LLC

CRD#: 327053 / SEC#: 801-132328

RIA

Registered Investment Advisory firm - (4/14/2025 Approved)

Minnesota

Registered Investment Advisory firm - (4/23/2025 Terminated)

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Contact information

Main Address

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

Mailing Address

Phone number

(952) 800-2121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 112,857,307

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.

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Advisor Monitoring

Firm Stability Insights

Brian J. Adamek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Joseph Adamek's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

ADVISORNET WEALTH PARTNERS

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

Primary Firm SEC Registration

E-WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/25/2009

Current Firm

E-WEALTH PARTNERS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

E-WEALTH PARTNERS

TRUST BUT VERIFY

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