AH
Adam B. Halverson
ADRIONIC TECHNOLOGIES
Sioux Falls, SD
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CRD#: 7336254
AH
Professional summary
Adam Bradley Halverson Mr. is a registered financial advisor currently at ADRIONIC TECHNOLOGIES LLC located in Sioux Falls, South Dakota.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Adam has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Bradley Halverson Mr.'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
May 14, 2021 - Present
ADRIONIC TECHNOLOGIES LLC
RIA
CRD#: 312903
Sioux Falls, SD
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.Highlighted states indicate IAR registrations
IAR
South Dakota(5/14/2021)
Current Firm
AT
ADRIONIC TECHNOLOGIES LLC
ADRIONIC TECHNOLOGIES LLC | ADRIONIC TECHNOLOGIES, LLC
CRD#: 312903 / SEC#:
South Dakota
Registered Investment Advisory firm - (4/14/2021 Approved)PREMIUM
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Contact information
Main Address
Sioux Falls, SD
Mailing Address
5013 S Louise Ave Unit 504, Sioux Falls, SD 57108
Phone number
(605) 524-4262
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 15,353,242 |
Red Flags
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