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Sergey Molla

Eversource Wealth Advisors, LLC

Otsego, MN

Birmingham, AL

CRD 8196202

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Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-09
  • MN RA
    APPROVED
    Since 2025-12-09

Branch Locations

Otsego, MN • United States

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Target Corporation Minneapolis MN 01/2018 Present
Permasteelisa Mendota Heights MN 06/2016 01/2018
Eversource Wealth Advisors, Llc Otsego MN 12/2025 Present
  • 01/2018 → Present
    Target Corporation
    Minneapolis, MN
  • 06/2016 → 01/2018
    Permasteelisa
    Mendota Heights, MN
  • 12/2025 → Present
    Otsego, MN
Other Businesses

1. Business Name: Target Corporation; Investment-Related? No; Address: 1000 Nicollet Mall, Minneapolis, MN 55403; Nature: General Merchandise Retailer; Position: Sr. Logistics Analyst; Start Date: 01/2018; Approximate # Hours/Month: 160 (80 during trading hours); Duties: Analyzing transportation data, vendor performance, freight costs and routing timelines; 2. Business Name: Risenow Financial; Investment Related?: No; Address: 5048 Ramier Avenue NE, Otsego, MN 55374; Nature: Financial coaching business; Position/Title: Owner/Financial Coach; Start Date: 09/2022; Approximate # of Hours/Month: 10 (5 during trading hours); Duties: General financial coaching focused on Budgeting, Cash flow planning, debt management strategies, building financial habits and overall personal finance education.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18

View on SEC IAPD

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