CFP®, Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Adam has been with Wealth Enhancement Group for more than 8 years, and he has earned his CFP® designation. He is a seven-year winner (2013-2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Before joining Wealth Enhancement Group, Adam worked as a mortgage consultant and as an advisor for a large local financial institution.
When he’s not working, he enjoys playing golf, sports, traveling, and spending time with family and friends. A graduate of Iowa State University, Adam resides in Plymouth with his wife Jenna and their three children, Wynn, Nora and Rosy.
The Santjer-Beissel-Weiland Financial Advisory team is located in our Plymouth, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.