AL
Adam J. Link
PORTFOLIO MEDICS
Britt, MN 55710
Some features on this profile are disabled
CRD#: 5807357
AL
Professional summary
Adam J Link, who also goes by Adam Joseph Link, Adam Link, is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Britt, Minnesota.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Adam has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adam Joseph Link | Adam Link
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.
Mr. Link is an Engineering Manager for Coinbase, an online transaction platform for cybercurrency. He spends approximately 20 hours a month on this activity during market and non-market hours. He is Managing Director at Fireweed Capital (DBA Fireweed Wealth Management) where Mr. Link conducts real estate business. He spends approximately 20 hours a month in this endeavor.
CRS (Client Relationship Summary) - RIA
Click below to view Adam J Link'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®
NoneExperience
Current
June 12, 2024 - Present
PORTFOLIO MEDICS, LLC
Office #1: 7360 Comfort Point Road, Britt, MN 55710RIA
CRD#: 145958
Britt, MN
Past
March 3, 2014 - January 6, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
DULUTH, MN
Past
March 3, 2014 - January 6, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
DULUTH, MN
Past
December 23, 2013 - February 24, 2014
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
MINNEAPOLIS, MN
Past
December 23, 2013 - February 24, 2014
CRI SECURITIES, LLC
RIA
CRD#: 22589
MINNEAPOLIS, MN
Past
December 13, 2012 - February 24, 2014
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
MINNEAPOLIS, MN
Past
December 13, 2012 - February 24, 2014
CRI SECURITIES, LLC
BD
CRD#: 22589
MINNEAPOLIS, 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".
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 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(6/12/2024)
IAR
Wisconsin(6/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 444-1766
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (41 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 3,702 |
| AUM (Assets Under Management) | $ 552,733,331 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTFOLIO MEDICS, LLC
CRD#: 145958Britt, MN 55710TRUST BUT VERIFY
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