Adam Michael Eilert
Investment adviser representative at Converse Team Financial Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$325MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Converse Team Financial Services, LLCApr 2025 to now
- Raymond James Financial Services Advisors, Inc.Feb 2020 to now
- Raymond James Financial Services, Inc.Jun 2019 to now
- Keating Financial Advisory Services, Inc.Oct 2023 to Apr 2025
- Keating & Associates Inc.Jun 2019 to Apr 2025
- Aspyre Wealth PartnersJun 2018 to May 2019
- Kansas Building ProductsMay 2016 to Jan 2018
- Quik Cats-kansas State UniversityJan 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Converse Team Financial Services, LLC
$325MAssets managed
83Clients
6Advisers
1 yearIn 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
- 7093353
- Firm CRD
- 335322