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Adam Joseph Lenartowicz

Investment adviser representative at 49 Financial
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. 49 FinancialJun 2024 to now
  2. Kansas State UniversityAug 2023 to May 2024
  3. Burns & McdonnellMay 2023 to Aug 2023
  4. Kanakuk KampsMay 2022 to Jul 2022
  5. ScheelsJun 2018 to Jan 2024
  6. UnemployedJun 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (KS).

49 Financial

Legal name: 49 Wealth Management, LLC

$1.4BAssets managed
3,839Clients
141Advisers
4 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
7944634
Firm CRD
319484
Advisor's SEC record (opens in a new tab)
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