RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
26yrs
Adam Bourk
Full name on record: Adam Jonathan Bourk
Financial advisor at Cliftonlarsonallen Wealth Advisors
Adam Bourk is a fiduciary financial advisor in Minneapolis, Minnesota, with 26 years in the industry. Adam joined Cliftonlarsonallen Wealth Advisors in 2017, after eight years at Beaumont Financial Partners and six years at Strategic Advisers. Adam holds the CFP® designation.
One of 2437 advisors with offices in Minneapolis, and one of 2209 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 14% by experience at Cliftonlarsonallen Wealth Advisors
Office220 South 6th Street Suite 300, Minneapolis, MN 55402
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.73 million
Advisors at the firm99
States licensed ?1 state
Services through Cliftonlarsonallen Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowCliftonlarsonallen Wealth Advisors, LLCCurrent firm
- 2009 – 2016Beaumont Financial Partners LLCPreviously
- 2002 – 2009Strategic Advisers LLCPreviously
Contact Adam
(612) 376-4777Cliftonlarsonallen Wealth Advisors main office 220 South 6th Street Suite 300Minneapolis, MN 55402Office · Get directions Firm websiteHTTP://WWW.CLACONNECT.COM
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Questions to ask Adam
Tailored to Adam’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call Cliftonlarsonallen Wealth Advisors at (612) 376-4777 and ask for Adam Bourk. Adam works from the Minneapolis, MN office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2000, about 26 years. Top 14% by experience at Cliftonlarsonallen Wealth Advisors.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Cliftonlarsonallen Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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