Adam Flagg is a Private Wealth Manager and Branch Director for Upstream Investment Partners. Upstream Investment Partners is a Financial Services firm that works with Individuals and Small Businesses on their finances across the United States. Adam’s financial practice began in 2007 with Edward Jones Investments and he became an independent advisor with Upstream in 2012. In 2014, he was promoted to Branch Director to seek out and recruit other financial advisors in the Austin, Texas area that also have the dream of running their own financial practice in an independent setting. Prior to becoming a financial advisor, Adam founded Illini Staffing in Central Illinois. Illini Staffing was a human resources/staffing company that at one point had over 1200 employees working at various contract sites.
Adam is a graduate of The University of Iowa and is proud to call himself a Hawkeye. In 2014, he achieved the CFP® (Certified Financial Planner) designation through a rigorous testing process while completing coursework through The University of Texas and the College for Financial Planning. He also holds the Series 7 & 66 securities licenses, as well as a Group 1 Insurance License. He also holds the AIF® (Accredited Investment Fiduciary) designation to help clients understand what it means to be a fiduciary and how implement successful investment practices and procedures to follow them. In 2014, he was 1 of 5 finalists for the Austin Under 40 Awards in the Financial Services category recognizing his professional and community achievements.
Adam’s involvement with the Austin Young Chamber began in 2009 on Day One as a Charter Member of the organization. He co-founded the Economic Development Committee in 2013 and now co-chairs the Economic Development Committee. Adam is married to Brooke and has 2 children at home, Oliver and Scarlett, and they enjoy hiking the trails near their home in Steiner Ranch