Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Family Finances

Education

  • Bachelor of Arts, Pastoral Studies - Martin Luther College, New Ulm, MN

Community participation

Vice President of Adult League at Columbia Soccer Association

Interests

In my free time, I like to keep myself busy in a lot of different ways.

One major part of my life is sports. Whether it is playing or watching, I am involved in sports in many different ways...As a club director, a coach, a participant, and a fan (Go Vols)!

The other area of my life that I enjoy the most is my family. Time with my wife is unmatched! We love to travel, go to sporting events, go to concerts, try new restaurants, or just be out and about in Columbia. AND of course, spending time with our new puppy, Huck.

If you want to learn more about me, check out my LinkedIn! www.linkedin.com/in/adam-kockCustom Content (required); max 650 char