AH
Adellmarie A. Hargreaves
EFS ADVISORS
Champlin, MN
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CRD#: 6527003
AH
Professional summary
Adellmarie Avellana Hargreaves, who also goes by Adell Hanson, Adellmarie Avellana Hanson, Avellana Hanson-marronoso, Adellmarie Hargreaves, Adell Hanson-hargreaves, Adell Hargreaves, is a registered financial advisor currently at EFS ADVISORS located in Champlin, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Brooklyn Park, Minnesota.
Adellmarie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Adellmarie has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Adell Hanson | Adellmarie Avellana Hanson | Avellana Hanson-Marronoso | Adellmarie Hargreaves | Adell Hanson-Hargreaves | Adell Hargreaves
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SALES CONSULTANT WITH THIRTY-ONE SELLING PURSES, HANDBAGS, AND JEWELRY. DEDICATES 3 HOURS PER MONTH, OUTSIDE OF TRADING HOURS. NOT INVESTMENT RELATED.
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Part-time employee with Family Vision Clinic in Farmington, MN; Dedicates 4-8 hours per week on weekends, outside of trading hours. Sells glasses, bills clients' vision insurance, and enters insurance payments. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Adellmarie Avellana Hargreaves's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2016 - Present
EFS ADVISORS
Office #2: 14989 Florence Trail, Apple Valley, MN 55124Office #3: 41 Sherburne Avenue, St. Paul, MN 55103Office #4: 639 East Central Entrance, Duluth, MN 55811Office #5: 9210 Wyoming Ave. N. #200, Brooklyn Park, MN 55445Office #6: 2042 Wooddale Drive Ste 135, Woodbury, MN 55125RIA
CRD#: 115211
Champlin, MN
Current
September 16, 2015 - Present
ADVANCED ADVISOR GROUP, LLC
Office #1: 9210 Wyoming Ave. N. #200, Brooklyn Park, MN 55445Office #2: 41 Sherburne Ave, St Paul, MN 55103Office #3: 639 E Central Entrance, Duluth, MN 55811Office #4: 2042 Wooddale Drive, Woodbury, MN 55125Office #6: 14989 Florence Trail Suite 101, Apple Valley, MN 55124RIA
BD
CRD#: 140393
Brooklyn Park, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EFS ADVISORS
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
CRD#: 115211 / SEC#: 801-62857
RIA
Registered Investment Advisory firm - (3/11/2004 Approved)Iowa
Registered Investment Advisory firm - (6/29/2004 Terminated)North Dakota
Registered Investment Advisory firm - (7/26/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(5/14/2025)
IAR
California(4/21/2025)
IAR
Colorado(4/21/2025)
IAR
Illinois(4/22/2025)
IAR
Indiana(4/21/2025)
IAR
Iowa(4/21/2025)
IAR
Minnesota(8/29/2016)
RR
Minnesota(3/16/2017)
IAR
Nevada(4/22/2025)
IAR
New York(4/21/2025)
IAR
North Carolina(4/21/2025)
IAR
South Carolina(4/24/2025)
RR
South Dakota(1/20/2025)
IAR
South Dakota(4/22/2025)
RR
Texas(4/21/2025)
IAR
Texas(4/21/2025)
RR
Wisconsin(12/4/2023)
IAR
Wisconsin(12/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
EFS ADVISORS
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
CRD#: 115211 / SEC#: 801-62857
RIA
Registered Investment Advisory firm - (3/11/2004 Approved)Iowa
Registered Investment Advisory firm - (6/29/2004 Terminated)North Dakota
Registered Investment Advisory firm - (7/26/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1995 East Rum River Drive S, Cambridge, MN 55008
Mailing Address
Phone number
(763) 689-9023
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 29,714 |
| AUM (Assets Under Management) | $ 2,271,853,092 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
