Adam Gafner has been Managing Partner of Titletown Wealth Management since March 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Titletown Wealth Management, LLC is a Green Bay, WI firm with $150M under management, 459 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Adam Gafner is Managing Partner / COO / Wealth Advisor of Titletown Wealth Management, serving clients in Green Bay and the surrounding area. Adam creates and actively manages customized financial plans for individuals, families, and businesses. He has more than sixteen years of experience in the financial services industry.
Adam Gafner’s longest registration was 7 years at Associated Investment Services, Inc. (2008–2015). Before joining Titletown Wealth Management in 2020, Adam Gafner was registered through Woodbury Financial Services, Inc. and LPL Financial LLC.
- Conceptual Financial Advisors, LLC– · 3 yearsGreen Bay, WI · Adviser representative · Firm CRD 167513
- Key Financial Group of Jacksonville, Inc.– · under a yearGreen Bay, WI · Adviser representative · Firm CRD 142356
- – present · 6 yearsGreen Bay, WI · Adviser representative · Firm CRD 307752
- Woodbury Financial Services, Inc.– · 2 yearsGreen Bay, WI · Adviser representative · Firm CRD 421
- LPL Financial LLC– · 2 yearsGreen Bay, WI · Adviser representative · Firm CRD 6413
- Associated Investment Services, Inc.– · 7 yearsCrandon, WI · Adviser representative · Firm CRD 1464
Professional designations
Listed by Titletown Wealth Management
- Accredited Investment Fiduciary Analyst (AIFA®)
Investment adviser representative registrations
Adam Gafner is registered as an investment adviser representative in 2 states. The first approvals date from May 2020; the most recent is Texas, in June 2020.
- TexasSince 17 June 2020
- WisconsinSince 29 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 22 June 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2005 |
| Series 7 | General Securities Representative Examination | 24 May 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Adam David Gafner
- CRD
- 4876791
- Firm
- Titletown Wealth Management · CRD 307752
- Role
- Managing Partner
- Office
- 1221 BELLEVUE STREET, SUITE 102, Green Bay, WI 54302
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- titletownwm.com
Where does Adam Gafner work?
Adam Gafner has been Managing Partner of Titletown Wealth Management, LLC since March 2020, and is a control person of the firm.
Is Adam Gafner a financial advisor?
Yes. Adam Gafner has a current investment-adviser registration in Texas and Wisconsin, through Titletown Wealth Management since May 2020.
How many years of experience does Adam Gafner have?
Adam Gafner has 20 years in the financial industry, since February 2006, across 6 adviser firms.
What exams has Adam Gafner passed?
Adam Gafner has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 65 and Series 31. The earliest, the Series 63, was passed in December 2004. FINRA credited Adam Gafner with the SIE, which began in October 2018.
Where did Adam Gafner work before Titletown Wealth Management?
Before Titletown Wealth Management, Adam Gafner was registered through Woodbury Financial Services, Inc., October 2017 to May 2020; LPL Financial LLC, July 2015 to October 2017; Associated Investment Services, Inc., April 2008 to July 2015.
Where is Adam Gafner based?
Adam Gafner’s registered office is in Green Bay, WI.
Is Adam Gafner registered with FINRA?
No. Adam Gafner has no current broker registration.
How can I verify Adam Gafner’s record?
Search CRD 4876791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Gafner’s full registration record.
