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portrait of Adam Woldt
FINANCIAL ADVISOR

Adam Woldt

101 Vintage Dr Suite 102, Red Oak, TX 75154opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Adam

My name is Adam Woldt and I love what I do every day! I'm passionate about two things in life, economics and helping people. I get to do both as a financial advisor for one of the best companies in the world.

I come from a family with no financial literacy who struggled to make ends meet. Experiencing that, I was very interested in how people built wealth. So, from a young age, I started to study some of the greatest investors in history. I learned about budgeting, investing and money management. I still continue to increase my knowledge about business,...

Focus Areas

  • Entrepreneurs & Business Owners
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans

Work History

  • Edward JonesFebruary 2024 to Current
  • Gilchrist AutomotiveJanuary 2024 to February 2024

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(972) 617-0316

Fax

(888) 212-5266

Office Address

101 Vintage Dr Suite 102
Red Oak, TX 75154opens in a new window

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