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.
(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;
CRS (Client Relationship Summary) - RIA
Click below to view Brian Joseph Adamek'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®
CFP®
Start date: 2011
CPWA®
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 55343RIA
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
BD
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
BD
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".
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 - (4/14/2025 Approved)Minnesota
Registered Investment Advisory firm - (4/23/2025 Terminated)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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (4/14/2025 Approved)Minnesota
Registered Investment Advisory firm - (4/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 549 |
| AUM (Assets Under Management) | $ 112,857,307 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
