Adellmarie
Hargreaves

Efs Advisors

CRD#6527003
Investment Advisor
in Maple Grove, MN

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About this Advisor

Adellmarie Hargreaves is a financial advisor operating out of Maple Grove, Minnesota with 7 years of relevant experience. Hargreaves works at Efs Advisors. Over the course of their career, Hargreaves has held roles at Advanced Advisor Group, Mccannel Eye Clinic and Family Vision Clinic. Hargreaves holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota. Efs Advisors is a registered investment firm based out of Cambridge, MN. It has offices in 31 locations and a total of 55 financial advisors. It handles $2 billion in assets across its 26,921 accounts, placing it among the biggest firms in the nation by assets under management. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees for financial management are based on which services the firm provides the client. However, fees charged by Efs Advisors likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Maple Grove, MN

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

MN Average: $5,289,111,388
Total Number of Employees

55

MN Average: 157
Total Number of Accounts

26,921

MN Average: 8,262
Average Account Size

$63,708

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Adellmarie Hargreaves Work History

Adellmarie has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Advanced Advisor Group

2014 - 2015 (1 year)

Mccannel Eye Clinic

2012 - 2014 (2 years)

Family Vision Clinic

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adellmarie Hargreaves to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Efs Advisors

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Lindsey Egan
Eugene, OR
Christopher Williams
Eagle Lake, MN
Samuel Mazuk
Mount Vernon, IA
Zachary Wright
Cambridge, MN
Steven Liebzeit
Cambridge, MN
Alex Rootes
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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