AS
Adam J. Skedgell
SWARTZ WEALTH MANAGEMENT
Rockford, MI
CRD#: 8214405
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AS
Adam James SkedgellSWARTZ WEALTH MANAGEMENT
Professional summary
Adam James Skedgell is a registered financial advisor currently at SWARTZ WEALTH MANAGEMENT LLC located in Rockford, Michigan.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Adam has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Adam James Skedgell'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
January 22, 2026 - Present
SWARTZ WEALTH MANAGEMENT LLC
RIA
CRD#: 337684
Rockford, 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(1/22/2026)
Current Firm
SW
SWARTZ WEALTH MANAGEMENT LLC
SWARTZ WEALTH MANAGEMENT | SWARTZ WEALTH MANAGEMENT LLC
CRD#: 337684 / SEC#:
Illinois
Registered Investment Advisory firm - (1/6/2026 Approved)Michigan
Registered Investment Advisory firm - (1/7/2026 Approved)Loading...
Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(269) 832-2433
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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