Adellmarie Hargreaves, financial advisor Maple Grove MN

Adellmarie Hargreaves

CRD Number: 6527003
Current Firm: Efs Advisors

Adellmarie Hargreaves (CRD# 6527003) is an Investment Advisor Representative working at Efs Advisors in Maple Grove, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Advisor Group St Paul, MN Apr 2015 - Current 6
Mccannel Eye Clinic Edina, MN Apr 2014 - Apr 2015 1
Family Vision Clinic Farmington, MN Nov 2012 - Apr 2014 1
Invision Edina, MN Aug 2012 - Jan 2013 < 1
Wisconsin Vision Grafton, WI Jun 2011 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Adellmarie A. Hargreaves
Phone Number: 763-689-9023
Firm Website: http://www.tsainvest.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,720
    MILLIONS
  • Total Number of Accounts
    24,122
    ACCOUNTS
  • Average Account Value
    $71,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OR, SD, TN, TX, VA, WA, WI

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