Adam Eilert, CPFA™
FINANCIAL PLANNER, RJFS
LICENSED INSURANCE AGENT, KEATING
Contact
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About
Adam Eilert, CPFA™
FINANCIAL PLANNER, RJFS
LICENSED INSURANCE AGENT, KEATING
What I value
Gratitude, vision, kindness, self-discipline, accountability, and proactivity.
About Adam
Adam is a recent graduate of Kansas State University where he earned a Bachelor of Science in Personal Financial Planning and a minor in Business Administration. Adam holds his Series 63, Series 65, and Series 7 licenses and is working on attaining his CFP® and CRPS® accreditation.
Adam recently became a registered investment adviser representative with Raymond James Financial Services. He joined this industry because he believes this is a great profession to help people better their financial lives and attain the goals they’ve always dreamt of. Adam’s approach is to simply educate his clients on their current financial situation and then craft a financial plan that is meaningful to them. Adam has always believed that the best financial advisor is one that is proactive, not reactive. Adam is one of the newest advisors to the Converse Team and is eager to establish his client base and contribute his talents to our growing team.
Adam grew up in Rose Hill Kansas, which is a small town located southeast of Wichita. Adam is thrilled to be part of the Wichita community and to get involved in local organizations. He is currently a member of W (formerly Young Professionals of Wichita) and is also a member of the Wichita Chamber of Commerce. Adam spends his free time with friends, family, and his girlfriend, Emmy who teaches 1st grade for Derby School District.
Converse Financial Services Team are not registered broker/dealers and are independent of Raymond James Financial Services.
DISCLOSURES
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
