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Our financial advice team


Adam Fox, Financial Advisor serving the Watertown, SD area - Ameriprise Advisors

Adam Fox

CFP®, CRPC, APMA

Financial Advisor

Alchemy Wealth Partners
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investment Management
  • Family Finances
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Financial Planner
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • B.S., Economics/Finance - University of Minnesota, 1998

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Member, Watertown, SD First United Methodist Church
  • Volunteer, Watertown PACH Program (People Against Child Hunger)
  • Volunteer with church youth programs
  • Volunteer for Junior Achievement

Interests

  • Spending time with my wife, Ashley, and 2 daughters, Lillian (10) and Stella (6).
  • Most of my time is spent supporting our children in their activities, particularly gymnastics, dance, and Girl Scouts.
  • Participating in our church's activities.
  • I'm an avid tennis player and enjoy playing in our league every summer.
  • Mastering the art of smoking meat, using my Traeger.