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Adam K. Mans, CFA

Adam K. Mans, CFA

Followers of Adam K. Mans, CFA952 followers
location of Adam K. Mans, CFAMinneapolis, Minnesota, United States

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  • Timeline

  • About me

    Principal at AKM Advisory, LLC

  • Education

    • University of Minnesota - Carlson School of Management

      -
      M.B.A. Finance

    • Minnesota State University, Mankato

      -
      B.S. Mathematics, Astronomy

  • Experience

    • Marquette Asset Management

      Oct 2005 - Mar 2014

      • President

        Jan 2013 - Mar 2014

      • Managing Director

        Oct 2005 - Jan 2013

    • AKM Advisory, LLC

      Mar 2014 - now
      Principal

    • Minnesota State University, Mankato

      Aug 2015 - now
      Adjunct Faculty Member

      Teaching Finance 460, Investments.

  • Licenses & Certifications

    • Certified Financial Planner™ (CFP®)

      Certified Financial Planner Board of Standards

    • Chartered Financial Analyst (CFA)

      CFA Institute (formerly the Association for Investment Management and Research)