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Rebecca Sue Timmons Lair

Adams-Hansen & Associates

Minnetonka, MN

CRD 6217204

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Employer firm

Adams-Hansen & Associates CRD 156719

$66.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Adams-Hansen & Associates

13911 Ridgedale Drive Suite 170, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2020-11-17
  • MN RA
    APPROVED
    Since 2020-11-17

Branch Locations

13911 Ridgedale Drive Suite 170, Minnetonka, MN 55305 • 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
Creative Wealth Strategies, Inc. Minnetonka MN 10/2020 Present
Creative Wealth Strategies, Inc. Minnetonka MN 06/2013 Present
  • 10/2020 → Present
    Creative Wealth Strategies, Inc.
    Minnetonka, MN
  • 06/2013 → Present
    Creative Wealth Strategies, Inc.
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-12
  • S65 Uniform Investment Adviser Law Examination
    2018-11-12

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

More in Minnetonka, MN

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