Host And Executive Producer
Austin Eras Podcast
AeroLeads people directory · profile
Adam Flagg, Cfp®, Aif® Email & Phone Number
Host and Executive Producer
at
Austin Eras Podcast
1 work email found
@collectiveadvisors.com
4 phones found area 512, 217, and 309
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Host and Executive Producer
Location
Austin, Texas, United States
Who is Adam Flagg, Cfp®, Aif®? Overview
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Quick answer
Adam Flagg, Cfp®, Aif® is listed as Host and Executive Producer at Austin Eras Podcast, based in Austin, Texas, United States. AeroLeads shows a work email signal at collectiveadvisors.com, phone signal with area code 512, 217, 309, and a matched LinkedIn profile for Adam Flagg, Cfp®, Aif®.
Adam Flagg, Cfp®, Aif® previously worked as Managing Partner, Senior Wealth Advisor at Collective Advisors and President, Wealth Management & Private Wealth Manager at Echelon Financial Group. Adam Flagg, Cfp®, Aif® holds B.A., Communication Studies from University Of Iowa.
Company email context
Email format at Austin Eras Podcast
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{first}@collectiveadvisors.com
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AeroLeads found 1 current-domain work email signal for Adam Flagg, Cfp®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Adam Flagg, Cfp®, Aif®
🌟 Experienced Managing Partner & Senior Wealth Advisor💡 Dedicated to Transforming Lives Through Financial Wisdom🤝 Former CEO, Entrepreneur & Austin Community Leader🌍 Passionate about Giving Back🏆 Austin Under 40 Award Winner*👨👩👧👦 Family man, Vinyl Collector, Fitness Enthusiast🚀 Let's build a prosperous future together!#FinancialFreedom #CommunityImpact Areas of Practice: -Retirement Planning-Fee-Based Financial Planning-401(k) Plans-Managed Accounts-Estate Planning-Estate Liquidation-Education Planning-Alternative InvestmentsBranch address is: Collective Advisors3006 Bee Caves Rd, Suite A-200Austin, TX 78746Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.*Austin Under 40 Financial Services & Insurance Award received by Adam Flagg in 2015. Award nominations are received for Austin community leaders under the age of 40. Nominees are subject to an application process in which applications and supporting documents are submitted by the applicant and judged by a panel of industry leaders and previous award winners. Applicants are judged and awarded based on their industry leadership, service, and impact to the Austin community. Receipt of the under 40 award by the adviser is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the adviser by any client.
Listed skills include Retirement Planning, 529 Plans, Managed Accounts, 401K, and 21 others.
Current workplace
Adam Flagg, Cfp®, Aif®'s current company
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9 roles
Adam Flagg, Cfp®, Aif® work experience
A career timeline built from the work history available for this profile.
Managing Partner, Senior Wealth Advisor
CurrentSecurities and advisory services offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of.
Oct 2020 - Present
President, Wealth Management & Private Wealth Manager
Echelon Financial Group
Adam is Series 7 and 66 securities licensed. He also holds a Group 1 Life Insurance license. He works with both individuals and businesses to serve their financial needs.Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered.
Aug 2017 - Oct 2020
Co-Founder & Ceo
I co-founded and served as CEO of Echelon Advisors, an insurance agency specializing in group benefits, captive insurance, as well as commercial/personal insurance products. We had locations in both the Austin and Dallas area. We had reached 18 employees before we sold our company to Acrisure Partners.
Aug 2017 - Oct 2020
Private Wealth Manager, Cfp®, Aif®
Adam is Series 7 and 66 securities licensed. He also holds a Group 1 Life Insurance license. He works with both individuals and businesses to serve their financial needs.Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered.
Mar 2012 - Aug 2017
Branch Director
I am responsible for the growth and operations of our newest Upstream location. This entails both helping current financial advisors within our branch grow their practice, as well as recruit and transition new advisors into the branch.
Jan 2014 - May 2017
Financial Advisor
I began my career as a Financial Advisor with Edward Jones in Austin, Texas. In my office in the Arboretum, I served over 225 households and businesses across the nation helping them achieve their financial goals.
May 2007 - Mar 2012
Owner/Consultant
Illini Staffing Inc.
Human Resources Firm that I founded in Peoria, IL to supply employees to industrial and manufacturing business partners. I built the company from a small HR firm to 1200 active employees.I am still a consultant to the company, but I sold this business January 1, 2010.After I sold the company and stayed on as a consultant for 2 more years.Owner from January.
Jan 2005 - Dec 2011
Retail Advertising Consultant
Decatur Herald & Review (Lee Enterprises)
I worked with businesses in Decatur, Illinois and nationwide on print advertising in the Decatur Herald & Review, as well as web advertising related to the newspaper. I also worked with customers on specialty advertising in local and regional magazines.
Mar 2006 - Apr 2007
2 education records
Adam Flagg, Cfp®, Aif® education
B.A., Communication Studies
University Of Iowa
Cfp, Certified Financial Planner
College For Financial Planning
FAQ
Frequently asked questions about Adam Flagg, Cfp®, Aif®
Quick answers generated from the profile data available on this page.
What company does Adam Flagg, Cfp®, Aif® work for?
Adam Flagg, Cfp®, Aif® works for Austin Eras Podcast.
What is Adam Flagg, Cfp®, Aif®'s role at Austin Eras Podcast?
Adam Flagg, Cfp®, Aif® is listed as Host and Executive Producer at Austin Eras Podcast.
What is Adam Flagg, Cfp®, Aif®'s email address?
AeroLeads has found 1 work email signal at @collectiveadvisors.com for Adam Flagg, Cfp®, Aif® at Austin Eras Podcast.
What is Adam Flagg, Cfp®, Aif®'s phone number?
AeroLeads has found 4 phone signal(s) with area code 512, 217, 309 for Adam Flagg, Cfp®, Aif® at Austin Eras Podcast.
Where is Adam Flagg, Cfp®, Aif® based?
Adam Flagg, Cfp®, Aif® is based in Austin, Texas, United States while working with Austin Eras Podcast.
What companies has Adam Flagg, Cfp®, Aif® worked for?
Adam Flagg, Cfp®, Aif® has worked for Austin Eras Podcast, Collective Advisors, Echelon Financial Group, Echelon Advisors, and Upstream Investment Partners, Llc.
How can I contact Adam Flagg, Cfp®, Aif®?
You can use AeroLeads to view verified contact signals for Adam Flagg, Cfp®, Aif® at Austin Eras Podcast, including work email, phone, and LinkedIn data when available.
What schools did Adam Flagg, Cfp®, Aif® attend?
Adam Flagg, Cfp®, Aif® holds B.A., Communication Studies from University Of Iowa.
What skills is Adam Flagg, Cfp®, Aif® known for?
Adam Flagg, Cfp®, Aif® is listed with skills including Retirement Planning, 529 Plans, Managed Accounts, 401K, Investments, Series 7, Insurance, and Financial Planning.
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