Unclaimed Profile

Adam David Gafner

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin

SIE, Series 6, Series 7, Series 31, Series 63, Series 65Clean record18 years registeredTITLETOWN 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 · 18 years registered

Brand Profile

Not yet started

Career History

TITLETOWN WEALTH MANAGEMENT, LLC

May 2020 – present

CONCEPTUAL FINANCIAL ADVISORS, LLC

Jan 2023 – Jan 2026

GREEN BAY, WI

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

Jun 2021 – Dec 2021

GREEN BAY, WI

WOODBURY FINANCIAL SERVICES, INC.

Oct 2017 – May 2020

GREEN BAY, WI

LPL FINANCIAL LLC

Jul 2015 – Oct 2017

GREEN BAY, WI

ASSOCIATED INVESTMENT SERVICES, INC.

Apr 2008 – Jul 2015

CRANDON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 21, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TITLETOWN WEALTH MANAGEMENT, LLC

CRD 307752 · SEC 801-121461

AUM

$109M

Regulatory assets under management

Employees

814 client accounts

Services offered by TITLETOWN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →

Introduction

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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.

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