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Our Wealth Management Advisors

Jim Adam
763.450.1811

Wealth Advisor

Jim is currently a senior consultant and investment advisor. He has 49 years of domestic and international business experience with multinational financial services organizations, small entrepreneurial biotech, pharmaceutical and internet companies.

Before joining NFP, Jim founded Adam Consulting, a firm designed to assist small medical and technology companies by applying broad-based business experience in the areas of strategy, finance, business development, corporate governance, planning and execution. His many years of experience offer him a perspective that he channels into his many successful client relationships. Staying true to himself and his clients keeps him focused on demonstrating his core values.

Jim is an investment advisor representative and holds a Series 7 and Series 66 designation. He uses his wealth of experience to serve his clients as a trusted advisor.

Jim is a US military service-disabled veteran and served three years in the Air Force in Southeast Asia. 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures