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CFO, CCO, Founder, and Director of Operations · Mainsail Financial Group

Adam M. Laibson

CRD 4569804 · Named on Form ADV at one SEC-registered adviser

At a glance

Mainsail Financial Group, an SEC-registered wealth manager based in Bellevue, WA with $404 million in regulatory assets, lists Adam M. Laibson on its Form ADV as CFO, CCO, Founder, and Director of Operations, a control person.

Firms and roles

  • Mainsail Financial GroupCFO, CCO, Founder, and Director of OperationsWealth manager · Bellevue, WA · $404M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brandon L. SteeleCEO, Founder, and Director of Business Development, Mainsail Financial Group

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.