AW
Adam V. Waleskowski
HENRICKSON NAUTA WEALTH ADVISORS
BELMONT, MI 49306
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CRD#: 7818304
AW
Professional summary
Adam Vincent Waleskowski is a registered financial advisor currently at HENRICKSON NAUTA WEALTH ADVISORS, INC. located in Belmont, Michigan.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Adam has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
INSURANCE AGENT, SAME LOCATION; HENRICKSON NAUTA INSURANCE ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Adam Vincent Waleskowski'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
September 24, 2024 - Present
HENRICKSON NAUTA WEALTH ADVISORS, INC.
Office #1: 2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306RIA
CRD#: 141201
BELMONT, MI
Past
June 13, 2024 - August 9, 2024
BANKERS LIFE ADVISORY SERVICES, INC.
RIA
CRD#: 281285
GRAND RAPIDS, MI
Past
March 25, 2024 - August 9, 2024
BANKERS LIFE SECURITIES, INC.
BD
CRD#: 173962
GRAND RAPIDS, MI
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".
HN
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CHARGE CAPITAL GROUP | VISION CAPITAL PARTNERS, INC. | HN WEALTH ADVISORS | HENRICKSON NAUTA WEALTH ADVISORS, INC. | HENRICKSON NAUTA WEALTH ADVISORS
CRD#: 141201 / SEC#: 801-69451
RIA
Registered Investment Advisory firm - (7/31/2008 Approved)California
Registered Investment Advisory firm - (8/12/2008 Terminated)Georgia
Registered Investment Advisory firm - (8/12/2008 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
Michigan(9/24/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/22/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
HN
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CHARGE CAPITAL GROUP | VISION CAPITAL PARTNERS, INC. | HN WEALTH ADVISORS | HENRICKSON NAUTA WEALTH ADVISORS, INC. | HENRICKSON NAUTA WEALTH ADVISORS
CRD#: 141201 / SEC#: 801-69451
RIA
Registered Investment Advisory firm - (7/31/2008 Approved)California
Registered Investment Advisory firm - (8/12/2008 Terminated)Georgia
Registered Investment Advisory firm - (8/12/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2325 Belmont Center Dr. Ne Suite A, Belmont, MI 49306
Mailing Address
Phone number
(616) 361-9308
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,912 |
| AUM (Assets Under Management) | $ 805,385,600 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 01/20/2025 | ||
| 10/19/2023 |
Red Flags
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Company Information
HENRICKSON NAUTA WEALTH ADVISORS, INC.
CRD#: 141201Belmont, MI 49306TRUST BUT VERIFY
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