AdamSikorski- Financial Advisor Anchorage, AK

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About Adam Sikorski

Change Wealth Advisors was founded upon the idea of being truly impactful by serving those we work with as well as those less fortunate. As an investment fiduciary, Change Wealth Advisors is legally bound and committed to serving the best interests of our clients above all else. As responsible citizens, we are committed to serving our respective communities in an endeavor to have a measurably positive impact in the lives of the people who surround us, and to be a model for others. Our belief in putting the interests of our clients and our community first is more than underlying core value and business practice. It's something we live!

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General Information

Firm Start Year

2018

No. of Employees

CRD#

4715258

Firm CRD#

172613

Name of Custodial Firm

Charles Schwab & TD Ameritrade

States Licensed in

AK, NV, CA, CO

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Life, Long Term Care

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$60,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$40,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.95%

Education

BS - Business Administration - Economics

University of Nevada
08/1998 -05/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://changewealthadvisors.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889412/paladinregistry-Change-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Advisory services offered through Private Client Wealth Advisors, LLC; a Colorado registered investment advisor. Private Client Wealth Advisors, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Adam Sikorski at 907-202-2105.

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Paladin Research Report For:

Adam Sikorski

Change Wealth Advisors