Adams-Hansen & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adams‑Hansen & Associates provides discretionary asset management and financial planning to roughly 75 clients, including high‑net‑worth and individual investors as well as union locals, qualified retirement plans, trusts, and business entities. Services include portfolio management, tailored financial plans, and ERISA retirement‑plan services, including acting as an investment manager for plan lineups.
The firm applies Modern Portfolio Theory to a small number of risk‑based portfolio constructs and conducts periodic rebalancing (typically quarterly) across mutual funds, ETFs, individual bonds and CDs. Accounts are generally managed on a discretionary basis, and the firm also offers plan‑level oversight and participant education for retirement clients.
Noteworthy differences from many peers include the firm’s affiliations with insurance and real estate activities—advisors retain insurance licenses and one advisor conducts commercial real‑estate sales, each devoting under ten percent of their time to those activities—and an affiliation with a real estate broker. The brochure also discloses past regulatory matters: an administrative enforcement action related to a contract dispute over insurance compensation disclosure and a prior self‑regulatory enforcement involving private securities transactions.
Client services
Expertise
Occupation focus
Fee options
Fixed fees starting at $2,500, negotiable
$0 - $3,000,000: 1.00% $3,000,000.01 - $6,000,000: 0.80% $6,000,000.01 - $9,000,000: 0.60% Over $9,000,000+: 0.40%
$250 per hour per advisor
Account minimum: $25,000 Fee-only: Hourly fee of $250 per hour per advisor, or fixed fees starting at $2,500 (negotiable)
Main office
13911 Ridgedale Drive, Suite 170
Minnetonka MN 55305
Advisors at this office
3
Most active in
Minnesota · Texas
Also doing business as
Adams Hansen & Associates · Creative Wealth Strategies · Creative Wealth Strategies, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Rebecca L
Series 65
Minnetonka, MN
Adams-Hansen & Associates
Rebecca Lair is a financial advisor at Adams-Hansen & Associates with a Series 65 designation and five years of industry experience. She has been with Creative Wealth Strategies, Inc. since 2013. Adams-Hansen & Associates provides asset management, financial planning, and consulting services to individuals, union locals, retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified portfolios with periodic rebalancing.
Eugene A
Series 63, Series 65
Minnetonka, MN
Adams-Hansen & Associates
Eugene Adams Jr. is a financial advisor at Adams-Hansen & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Business Benefit Finance, Inc., an independent insurance agency managing estate and business insurance, since 1984. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, union locals, qualified retirement plans, trusts, estates, and business entities. The firm uses risk-based model portfolios grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, with a focus on tax and fee considerations and primarily discretionary management.
Robert H
ChFC®, Series 63, Series 65
Minnetonka, MN
Adams-Hansen & Associates
Robert Hansen is a financial advisor at Adams-Hansen & Associates in Minnetonka, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Adams-Hansen & Associates since 2000. Adams-Hansen & Associates provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as union locals, qualified retirement plans, trusts, estates, and business entities. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory and the Uniform Prudent Investor Act, utilizing diversified model portfolios with regular rebalancing and an emphasis on tax and fee considerations.
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