Adam Legg CFP®, CLU®, ChFC®, RICP®

Wealth Planner at ISTO Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Detroit Metropolitan Area

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Credentials

  • Chartered Life Underwriter (CLU®)
    The American College of Financial Services
    Nov, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Jan, 2022
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2021
    - Nov, 2024
  • Chartered Financial Consultant (ChFC®)
    The American College of Financial Services
    Oct, 2021
    - Nov, 2024
  • Retirement Income Certified Professional (RICP®)
    The American College of Financial Services
    Jan, 2018
    - Nov, 2024
  • Series 63
    FINRA
    Jan, 2017
    - Nov, 2024
  • Series 6
    FINRA
    Nov, 2016
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Michigan Department of Insurance and Financial Services
    Dec, 2015
    - Nov, 2024

Experience

  • ISTO Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Planner
      • Aug 2022 - Present

      At ISTO Advisors, I work on the wealth planning team in a behind-the-scenes role to build financial plans for our clients. At ISTO Advisors, I work on the wealth planning team in a behind-the-scenes role to build financial plans for our clients.

  • Stonebridge Financial Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service Associate
      • Feb 2019 - Jul 2022

      At Stonebridge, I worked with a wealth advisor and helped him manage and service his clients. I scheduled the client meetings, prepared reports and documents for the meetings, built out financial plans and sat in on the meetings to take notes, and also helped assist in all of the follow up and to-do items after client meetings. I also was the first point of contact for our clients when they needed help with something and I take great pride in quick turnaround time, as I believe that excellent service is of utmost importance in our industry. Show less

  • Oakland University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Lead Portfolio Manager
      • Jun 2018 - Apr 2019

      This is Oakland University's Student Managed Investment Fund. I aided the professor in helping the students in the class with utilizing excel and Bloomberg terminals to make stock recommendations to the Kresge Foundation Advisory Board. This is Oakland University's Student Managed Investment Fund. I aided the professor in helping the students in the class with utilizing excel and Bloomberg terminals to make stock recommendations to the Kresge Foundation Advisory Board.

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planning Associate
      • May 2015 - Feb 2019

      At Northwestern Mutual, I worked on a team of Financial Advisors as well as insurance agents and investment agents. I focused on creating and maintaining financial plans for our clients that illustrated their goals for retirement, children's education funding, survivor income, asset allocation, and more. My role on the team was focused on the retirement income planning aspect, which takes into account the strategies we used for the accumulation and deaccumulation of our client's portfolios. I have also been a part of the insurance service work. This includes preparing life, disability, and long term care insurance illustrations to show our clients, as well as directing the new insurance business leg of our team from start to end. My other responsibilities included reviewing pricing on the 401(k) plans that our team serviced, optimizing social security timing options for clients, and keeping record of company expenses. Show less

  • Boulder Pointe Golf Club and Conference Center
    • United States
    • 1 - 100 Employee
    • Outdoor Service
      • Aug 2012 - Nov 2018

      Outdoor assistance to golfers including carrying bags, pulling and washing carts, and maintenance duties around the pro shop Outdoor assistance to golfers including carrying bags, pulling and washing carts, and maintenance duties around the pro shop

Education

  • Oakland University
    Bachelor of Science (BS), Actuarial Science
    2015 - 2019
  • University of Detroit Mercy
    Mathematics
    2014 - 2015
  • Everest Collegiate High School
    2011 - 2015

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