Gary Brewton, CFP®, AIF®, QPFC
David Horn, AIF®
Adam Gafner, AIF®

CONNECT

Address:

1221 Bellevue St.; Ste 102
Green Bay, WI 54302

Phone:

920-468-7443

Fax/Other:

920-468-7494

Adam Gafner, AIF®

Adam Gafner, AIF®

Wealth Advisor


Adam Gafner is a financial consultant serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.

Adam creates and actively manages customized financial plans for individuals, families, and businesses to address their specific short and long-term financial goals. Adam focuses on providing a personal level of service through investment discipline and risk management. He has more than ten years of experience in the financial services industry.

Adam is an active member of his community, volunteering his time to various organizations. He enjoys spending time with his wife and four children and is a loyal Green Bay Packer fan.

AREAS OF EXPERTISE:

  • Annuities
  • Estate planning
  • Insurance and long-term care
  • Investment advising
  • Retirement income planning

COMMUNITY INVOLVEMENT:

  • Shawano Dollars for Scholars, Treasurer (2013–present)

REGISTRATIONS, LICENSES & CERTIFICATIONS:

  • FINRA Series 7
  • FINRA Series 63 and 65
  • Wisconsin life and health insurance licensed
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck