Located at: East Idaho Credit Union

CONNECT

Address:

Idaho Falls Branch:
865 S. Woodruff Ave
Idaho Falls, Idaho 83401

Ammon Branch:
3255 17th Street
Ammon, Idaho 83406
Affiliated Offices

Phone:

(208)535-2817

Fax/Other:

(208)523-4755

Adam Serr, CFP®

Adam Serr, CFP®

Wealth Advisor - Program Manager

Adam has worked in the Financial Services Industry since 1999. As a CERTIFIED FINANCIAL PLANNERTM professional, Adam is qualified to provide financial advice and offer access to products and services that will help members pursue their financial goals. He is a registered representative of LPL Financial. Adam is  a great listener who takes the time to understand the needs and goals of each member's circumstance. He has had the good fortune to establish longstanding relationships with many of his clients. Although the road to financial success can be bumpy at times, Adam's manner remains calm. He can provide information and assistance in the areas of retirement, investments, and insurance.

When Adam is not busy at work, he enjoys spending time with his wife and seven children, reading, golfing, and exploring the great outdoors.

Phone (208) 535-2817
Fax (208)523-4755