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Brian Joseph Adamek

Brian Joseph Adamek

CFP®, CPWA®
E-WEALTH PARTNERS
MINNETONKA, MN
·CRD# 5667452·17 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2011
CPWA®
Certified Private Wealth AdvisorValid 2018-01-04 ~ 2023-12-31

Years of Experience

17 years in the financial services industry

Current & Past Employments

E-WEALTH PARTNERS·CRD# 327053
RIA
12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343
October 6, 2023 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Bloomington, MN
June 29, 2023 - December 31, 2023
ADVISORNET WEALTH PARTNERS·CRD# 113074
RIA
Bloomington, MN
January 27, 2014 - January 16, 2024
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Bloomington, MN
November 20, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Bloomington, MN
October 6, 2011 - December 31, 2023
NATIONAL PLANNING CORPORATION·CRD# 29604
RIA
Burnsville, MN
April 15, 2011 - October 4, 2011
NATIONAL PLANNING CORPORATION·CRD# 29604
BD
Burnsville, MN
June 26, 2009 - October 4, 2011

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Current Firm

EP
E-WEALTH PARTNERS

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

CRD#: 327053 / SEC#: 801-132328
RIA
Registered Investment Advisory firm - SEC (4/14/2025 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (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).

Contact Information

Main Address

12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343

Phone Number

(952) 800-2121

# of Employees

5

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

811

AUM (Assets Under Management)

$218,724,724

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE;
(2) NAME OF OTHER BUSINESS: SBI TAX & FINANCIAL SERVICES, INVESTMENT RELATED: NO, ADDRESS: 8120 PENN AVE SOUTH BLOOMINGTON MN 55431, NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES, POSITION/TITLE/RELATIONSHIP: MANAGEMENT / OPERATIONAL / TAX PREPARATION START DATE: 02/07, APPROX NUMBER OF HOURS PER MONTH: 20;
(3) NAME OF OTHER BUSINESS: SBI WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES
(4) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT;
(5) NAME OF OTHER BUSINESS: E-WEALTH PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR BUSINESS OWNERS AND ENTREPRENUERS AND THEIR FAMILIES ;
(6) NAME OF OTHER BUSINESS: E-WEALTH PARTNERS DBA SBI FINANCIAL SERVICES, LLC, CRD #327053, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: OWNER/IAR, START DATE: 11/2023, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: AFFILIATION ONLY. NOT APPROVED FOR PRODUCTION;

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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".
EP
E-WEALTH PARTNERS

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

CRD#: 327053 / SEC#: 801-132328
RIA
Registered Investment Advisory firm - SEC (4/14/2025 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2009About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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