Adam Howard Mosbach
Investment adviser representative at Pfg Advisors
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Pfg AdvisorsDec 2019 to now
- Self Employed Adam MosbachSep 2019 to now
- Securities America, Inc.Dec 2019 to Jun 2024
- M. S. Howells & Co.Oct 2018 to Sep 2019
- Ashton Thomas Insurance AgencySep 2018 to Sep 2019
- Ashton Thomas Private Wealth, LLCSep 2018 to Sep 2019
- Lincoln Financial Advisors CorpJan 2008 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2374923
- Firm CRD
- 173344