Adam Hagen, financial advisor Lexington SC

Adam Hagen

CRD Number: 6292035
Current Firm: Ameriprise Financial Services, LLC

Adam Hagen (CRD# 6292035) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Amerirprise Financial Services, Inc. Lexington, SC Aug 2019 - Current 2
Unemployed Chapin, SC Aug 2019 - Aug 2019 < 1
Sage Wealth Advisors Wayzata, MN Jan 2014 - Jul 2019 5
Holiday Station Stores Navarre, MN Jun 2013 - Dec 2013 < 1
Vin Grotto Wine Cellar Construction Minnetrista, MN May 2007 - May 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Adam J. Hagen
Phone Number: 612-671-3131
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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