Adam David Gafner
Investment adviser representative at Titletown Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$150.3MFirm assets
5 yearsFirm in business
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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
Experience
11 years in the industry.
- Conceptual Financial Advisors, LLCJan 2023 to now
- Titletown Wealth Management, LLCMay 2020 to now
- Woodbury Financial Services IncOct 2017 to May 2020
- Bank MutualJul 2015 to Oct 2017
- LPL Financial LLCJul 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Titletown Wealth Management, LLC
$150.3MAssets managed
459Clients
2Advisers
5 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
- 4876791
- Firm CRD
- 307752