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Koney Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Adam Szubert, Associate Financial Advisor serving the Orland Park, IL area - Ameriprise Advisors

Adam Szubert

Associate Financial Advisor
Koney Wealth Advisors
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Science in Economics and Business Administration, St. Norbert College, 2025

Awards & recognition

  • Koney Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • Koney Wealth Advisors, Ameriprise Client Experience Award, 2025

Previous experience

  • Client Relationship Manager, Morgan Stanley, Chicago, IL, 2025

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors is partnering with The Pediatric Oncology Treasure Chest Foundation. The Treasure Chest Program allows cancer patients (ranging in age from birth through 18 years) at 66 children’s cancer treatment centers to choose an age-appropriate toy as a reward for having the courage to undergo painful but necessary procedures. To show our support for this organization, KWA will be collecting new toys for children of all ages.

If you are interested in supporting this cause, feel free to drop off a NEW toy at our Orland Park office.

Interests

  • Spending time outdoors
  • Golfing
  • Visiting with friends and family
  • Staying active
  • Grilling

My photos

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Adam Szubert may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.