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Our financial advice team


Adam Fox

Adam Fox

CFP®

Financial Advisor

Chartered Retirement Planning CounselorSM
Dagel, Jakober & Associates
17
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.

Areas of focus

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

Interests

Spending time with my wife, Ashley, and 2 daughters, Lillian (6) and Stella (2)

Most of my time is spent supporting our children in their activities, particularly Lillian's soccer, gymnastics, and dance

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 Green Mountain smoker

Qualifications

  • Certified Financial Planner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

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

to receive my newsletters and other financial and market information

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