Team Member
Joined: 2023
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Adam joined Rice, Voelker in 2023. Prior to joining the firm, he was a regional supervisory principal with Waddell & Reed (later acquired by LPL) and Prospera Financial Services. He earned a BS in Management and graduated Summa Cum Laude from Baker University in 2017. He also earned a MBA-Finance and graduated with honors from Park University in 2019. He holds FINRA Series 4, 6, 7, 24, 26, 27, 52, 53, 57 and 99 licenses as well as a Series 66. He also has an Accredited Investment Fiduciary (AIF®) designation from Broadridge Fi360.