 |
 |
Partners Heidi G. Clute, CFP® and Christina R. Ubl, CFP®CDFA® are excited to announce Adam W. Robert, CFP® APMA® is the newest licensed financial advisor at Clute Wealth Management, a Registered Investment Advisor. Clute Wealth Management now has three financial advisors committed to the legal and ethical requirements of fiduciary responsibility — to provide advice that puts a client’s best interest above their own.
Adam has been with the firm since 2010 in a few different roles; you may have met him when working on a financial plan, determining risk metrics, or discussing market trends. As a registered representative through LPL Financial, Adam will take a larger role in working with clients.
After graduating from St. Lawrence University in 2009 with a BA in Economics, he joined Clute Wealth Management and went on to earn his Series 7 and 66 licenses held with LPL Financial along with the Accredited Portfolio Management AdvisorTM or APMA® designation and CERTIFIED FINANCIAL PLANNERTM or CFP® certification.
