Adam Netland, CFP®
Wealth Manager
Adam serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 20 years of experience in the financial services industry, Adam offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Adam served as a financial advisor for a regional investment advisory firm. During his career he has worked in portfolio construction, financial plan creation and execution, investment management and investment research.
Adam earned a Bachelor of Science degree in finance from the University of North Dakota, where he graduated with honors. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Adam and his wife, Leigh, enjoy traveling, cooking, home improvement projects and outdoor recreation — but they especially love chasing after their young daughter, Vivian.
Articles by Adam Netland, CFP®
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