After graduating with a finance degree from Iowa State University in 2005, Adam joined his stepfather, Keith W. Berg. He has been providing financial and investment services in the Ogden, Ames and Eagle Grove areas since 2008. Adam enjoys working with his clients and helping them pursue their financial goals.
Adam has been married since 2011 and currently resides in Ames with his wife, Lindsey, and sons, William Thomas and Thompson Lee. They enjoy the outdoors, going to sporting events and traveling.
Adam's professional designations and registrations include:
- LPL Investment Advisor Representative
- Series 7 FINRA Securities Registration held through LPL Financial
- Series 66 FINRA Securities Registration held through LPL Financial
- Life, Accident & Health Licenses