Adam Vincent Waleskowski
Investment Adviser Representative at Henrickson Nauta Wealth Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Vincent Waleskowski is an investment adviser representative with Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with Bankers LIFE Advisory Services, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bankers Life & Casualty, IncJul 2021 – Aug 2024Grand Rapids, MI
- Lown HomesMay 2021 – Jul 2021Grand Rapids, MI
- UnemployedMay 2020 – May 2021Grand Rapids, MI
- BG GöttingenJan 2020 – May 2020Göttingen
- Fraport Skyliners GmbHAug 2019 – Jan 2020Frankfurt am Main
- MHP Reisen LudwigsburgAug 2017 – Aug 2019Ludwigsburg
- BG GöttingenAug 2016 – Aug 2017Göttingen
- Bankers Life Securities, IncFeb 2024 – Aug 2024Grand Rapids, MI
- Bankers Life Advisory Services, IncJun 2024 – Aug 2024Grand Rapids, MI
- Henrickson Nauta Wealth Advisors, LLCSep 2024 – no end date reportedGrand Rapids, MI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Henrickson Nauta Wealth Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Management, Investment Management, Family Office Services, Retirement Plans, Foundations, and Endowments. Wealth management services include retirement income planning, Social Security, employee benefits, single stock concentration and hedging strategies, education funding, multiyear income tax projections, investment and asset allocation analysis, product allocation, risk management (life, disability, and long-term care insurance), asset protection, and charitable giving.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Belmont, MI
- SEC file number:
- 801-69451
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 23, 2026
View full firm profileOther advisors at Henrickson Nauta Wealth Advisors, Inc.
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Vincent Waleskowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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