Unclaimed Profile

Adam David Gafner

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

Clean recordTITLETOWN WEALTH MANAGEMENT, LLC

1221 BELLEVUE STREET, GREEN BAY, WI 54302CRD# 4876791Firm CRD# 307752

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam David Gafner · GREEN BAY, WI

Registration

CRD #4876791 · TITLETOWN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam David Gafner is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with TITLETOWN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TITLETOWN WEALTH MANAGEMENT, LLC

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4876791

Firm CRD# 307752

View on FINRA BrokerCheck →

Looking for a financial advisor in GREEN BAY?

Browse all registered financial advisors in GREEN BAY, Wisconsin or claim this profile if it's yours.

Browse GREEN BAY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam David Gafner offer?

Adam David Gafner specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Adam David Gafner's credentials?

Adam David Gafner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam David Gafner located?

Adam David Gafner is based in GREEN BAY, Wisconsin, working with TITLETOWN WEALTH MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Adam David Gafner charge for services?

Adam David Gafner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TITLETOWN WEALTH MANAGEMENT, LLC?

TITLETOWN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →