Adam M. Laakko

SKYSAIL WEALTH MANAGEMENT LLC

Nunica, MI

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CRD#: 5876826

Professional summary

Adam Michael Laakko is a registered financial advisor currently at SKYSAIL WEALTH MANAGEMENT LLC located in Nunica, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Adam has worked at 4 firms and has passed the Series 66, SIE, Series 31 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.

NAME: ADAM LAAKKO INV REL: Y ADDR: 99 MONROE AVENUE NW GRAND RAPIDS MI 49503 NATURE: INDIVIDUAL LIFE POSITION: AGENT START: 09/05/2019 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. Registered Representative of Broker Dealer in order to maintain and service clients with variable annuities, directly held mutual funds, 529 plans, brokerage accounts, and other investments requiring a broker dealer relationship outside of the RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Laakko'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

November 5, 2020 - Present

SKYSAIL WEALTH MANAGEMENT LLC

RIA

CRD#: 309367

Nunica, MI

Past

March 25, 2017 - November 11, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

GRAND RAPIDS, MI

Past

March 25, 2017 - November 11, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

GRAND RAPIDS, MI

Past

February 8, 2012 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

GRAND RAPIDS, MI

Past

January 30, 2012 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

GRAND RAPIDS, MI

Past

April 12, 2011 - February 1, 2012

MORGAN STANLEY

RIA

CRD#: 149777

GRAND RAPIDS, MI

Past

February 24, 2011 - February 1, 2012

MORGAN STANLEY

CRD#: 149777

GRAND RAPIDS, MI

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

Michigan
(11/5/2020)

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 66

Date: 4/1/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/23/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/23/2011

General Securities Representative Examination

Current Firm

SKYSAIL WEALTH MANAGEMENT LLC

CRD#: 309367 / SEC#:

Michigan

Registered Investment Advisory firm - (8/12/2020 Approved)

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Contact information

Main Address

Nunica, MI

Mailing Address

Phone number

(616) 329-4574

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 20,595,408

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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Firm Stability Insights

Adam M. Laakko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Michael Laakko's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2011

SIE

Date: 10/1/2018

Series 31

Date: 9/23/2011

Series 7

Date: 2/23/2011

Current Firm

SKYSAIL WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SKYSAIL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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