Adam Michael Kierzek
Investment adviser representative at Form Wealth Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Form Wealth Advisors, LLCApr 2022 to now
- Raymond James Financial Services Advisors, IncAug 2023 to Sep 2024
- Raymond James Financial Services, Inc.Apr 2022 to Sep 2024
- Full-time EducationApr 2021 to Mar 2022
- Alpine Valley Ski ResortApr 2021 to Dec 2021
- All Concrete ConstructionJun 2017 to Nov 2021
- Full-time EducationJun 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Form Wealth Advisors, LLC
$1.1BAssets managed
794Clients
8Advisers
2 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
- 7537426
- Firm CRD
- 326519