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portrait of Adam R Christnovich
FINANCIAL ADVISOR

Adam R Christnovich

CFP®
1350 W American Drive, Suite E, Neenah, WI 54956opens in a new window
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About Adam

Everyone's story is unique, and I want to hear yours. Since 2007, I have used an established process to build personalized strategies by understanding what is important to you. This includes the capability to collaborate with your CPA, estate attorney, and other professional support members.
I best serve clients who are serious about retirement and value a long-term relationship built on trust. Clients who work with me can expect:
- Guidance on tax strategies, health care strategies, estate considerations and protection planning.
- Transparent explanation of fees
- Clear, timely communication on markets and volatility
- Advice on how to achieve your goals

In 2019 I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

Work History

  • Edward JonesNovember 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin,PlattevilleBachelor of Science

Personal Interests

  • Community Outreach
  • Golfing
  • Reading
  • Running
  • Home Improvement

Team Members

  • Meghan Leanna
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(920) 727-9880

Fax

(800) 322-9101

Office Address

1350 W American Drive
Suite E
Neenah, WI 54956opens in a new window

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