Adam began his career in financial planning after four years of active duty as an Airborne Officer in the United States Army. Adam worked for financial firms before starting his own Registered Investment Advisory in 2015. In January 2017, Adam affiliated with LPL Financial to provide exceptional service to his clients and rebranded his firm Ulen & Hogue Financial. In 2020, to continue his growth as an advisor, Adam merged his practice with two other local firms to create Northern Peak Financial.
Adam is a Managing Partner in the firm and serves as the Compliance Officer as well as Insurance Planning Strategist. Adam works closely with the team to help create portfolios specializing in income solutions for retirees.
Adam has a BA from the University of Massachusetts at Lowell, an MA from the University of Nebraska, and an MBA from Fitchburg State University, as well as a Graduate Certificate in Financial Planning from Boston University.
Adam decided to become a financial planner when he was in the Army. He realized that some of his soldier friends needed assistance with their financial lives. He knew he loved investing and was a good saver so he decided to use his GI Bill to get degrees in business and financial planning to help people.
Adam lives in Lincoln, MA with his wife, Katy, daughter CC and golden retriever, Woodstock, and is an avid runner and skier. He also enjoys golfing and hiking. He is very involved in his community and volunteers his time with the University of Massachusetts at Lowell. In addition, he is a member of the local school committee. Adam continues to serve in the Massachusetts Army National Guard as a Logistics Officer and is very active in veterans’ causes.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Northern Peak Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this bio may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, IL, MA, ME, MI, NH, NV, NY, RI, SC, VT, WA