Adam Benjamin Coleman is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2026-02-02 | present | Yes |
| MAIA WEALTH, LLC | 2020-08-21 | 2026-02-02 | — |
| COLORADO WEALTH GROUP LLC | 2020-08-14 | 2020-08-20 | — |