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Eversource Wealth Advisors, LLC CRD 286340
$5.10B regulatory AUM 51 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-09 |
Branch Locations
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target Corporation | Minneapolis | MN | 01/2018 | Present |
| Permasteelisa | Mendota Heights | MN | 06/2016 | 01/2018 |
| Eversource Wealth Advisors, Llc | Otsego | MN | 12/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
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