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Adellmarie H
Series 63, Series 65
Champlin, MN
EFS Advisors
Adellmarie Hargreaves is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at EFS Advisors since 2016 and Advanced Advisor Group LLC since 2015. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, along with non-asset management financial consulting and referrals to third-party service providers. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts and uses a client-centric suitability scoring process supported by proprietary technology and quarterly fund performance reviews.
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