Adam Wade Polacek
Investment adviser representative at Planpilot
27 yearsExperience
2 statesRegistered in
CFADesignation
$5.6BFirm assets
Are you Adam Wade Polacek? Claim your profile
Contact this firm
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.
- Pension consulting
Experience
27 years in the industry.
- PlanpilotApr 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCDec 2018 to Jan 2025
- Nuveen Securities, LLCJan 2017 to Dec 2018
- TIAAAug 1999 to Jan 2025
- Teachers Personal Investors Services, Inc.Aug 1999 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Planpilot
Legal name: Planpilot, LLC
$5.6BAssets managed
172Clients
8Advisers
14 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
- 2518629
- Firm CRD
- 160319