Adam Flagg, Cfp®, Aif® Email and Phone Number
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Adam Flagg, Cfp®, Aif® phone numbers
🌟 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.
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Host And Executive ProducerAustin Eras PodcastAustin, Tx, Us
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Managing Partner, Senior Wealth AdvisorCollective Advisors Oct 2020 - PresentAustin, Texas, UsSecurities 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 advisors.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Branch Address: 3006 Bee Caves Rd, Suite A-200, Austin, TX 78746
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President, Wealth Management & Private Wealth ManagerEchelon Financial Group Aug 2017 - Oct 2020Adam 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 Investment Advisor. Echelon Financial Group is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Echelon Financial Group. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.
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Co-Founder & CeoEchelon Advisors Aug 2017 - Oct 2020Austin, Texas, UsI 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. -
Private Wealth Manager, Cfp®, Aif®Upstream Investment Partners, Llc Mar 2012 - Aug 2017UsAdam 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 Investment Advisor. Upstream Investment Partners is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements. -
Branch DirectorUpstream Investment Partners, Llc Jan 2014 - May 2017UsI 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.
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Financial AdvisorEdward Jones May 2007 - Mar 2012St. Louis, Mo, UsI 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. -
Owner/ConsultantIllini Staffing Inc. Jan 2005 - Dec 2011Human 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 2005-January 2010Consultant from January 2010-December 2011
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Retail Advertising ConsultantDecatur Herald & Review (Lee Enterprises) Mar 2006 - Apr 2007I 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.
Adam Flagg, Cfp®, Aif® Skills
Adam Flagg, Cfp®, Aif® Education Details
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University Of IowaCommunication Studies -
College For Financial PlanningCertified Financial Planner
Frequently Asked Questions about Adam Flagg, Cfp®, Aif®
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 the current company?
Adam Flagg, Cfp®, Aif®'s current role is Host and Executive Producer.
What is Adam Flagg, Cfp®, Aif®'s email address?
Adam Flagg, Cfp®, Aif®'s email address is io****@****msn.com
What is Adam Flagg, Cfp®, Aif®'s direct phone number?
Adam Flagg, Cfp®, Aif®'s direct phone number is +151236*****
What schools did Adam Flagg, Cfp®, Aif® attend?
Adam Flagg, Cfp®, Aif® attended University Of Iowa, College For Financial Planning.
What are some of Adam Flagg, Cfp®, Aif®'s interests?
Adam Flagg, Cfp®, Aif® has interest in Local Politics, Business Investment Opportunities, Economic Development.
What skills is Adam Flagg, Cfp®, Aif® known for?
Adam Flagg, Cfp®, Aif® has skills like Retirement Planning, 529 Plans, Managed Accounts, 401k, Investments, Series 7, Insurance, Financial Planning, Public Speaking, Financial Analysis, Business Planning, Asset Management.
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