Adellmarie HargreavesCRD 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.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|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|
Total Assets Under Management1,720MILLIONS
Total Number of Accounts24,122ACCOUNTS
Average Account Value$71,308
- A percentage of assets under your management
- Hourly charges
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.