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professional profile

Adam Timothy Wishard, CFP

AgentIAR Vancouver, WA CRD 5143145 Last verified October 2026

Overview

Adam Timothy Wishard is an insurance agent and an investment adviser representative based in Vancouver, WA, with 20 years in the industry.

Years in the industry
20
States licensed
1
States registered
4
Exams passed
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 4 states
  • Producer
  • Series 66

3 lines of authority, with every state and its dates

Firms

Employment history since 2006

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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