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Civista Investments Team

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Civista Investments

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B. Adam Irlam
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B. Adam Irlam

Vice President, Private Banker | NMLS #574957

I work with high-net-worth clients and emerging professionals to meet their financial goals. I create a personalized experience while providing unique solutions for their individual needs. Regardless of your life stage, I can tailor our solutions to meet your goals. I bring 15 years of experience in the financial services industry to the Civista team and enjoy building new relationships. Currently residing in Taylor Mill, Kentucky, I am a graduate of Southern Illinois University and received my MBA from Northern Kentucky University. I am an avid outdoorsman and am involved in many youth sports with my two daughters.
300 Buttermilk Pike #103, Fort Mitchell, Kentucky 41017

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Civista Bank and Civista Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Civista Investments, and may also be employees of Civista Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Civista Bank or Civista Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, DC, FL, GA, IA, IN, KY, MD, ME, MI, MN, MO, NC, NY, OH, SC, TX, VA, & WA

LPL Financial Form CRS

Civista Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Civista Bank for these referrals. This creates an incentive for Civista Bank to make these referrals resulting in a conflict of interest. Civista Bank is not a current client of LPL for advisory services.

Please visit LPL's Relationship Disclosure for more information

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