Adam Halverson (CRD# 7336254) is an Investment Advisor Representative working at Adrionic Technologies LLC in Sioux Falls, SD and has over 3 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Adrionic Technologies LLC | Sioux Falls, SD | Jan 2021 - Current | 3 |
Raven Industries Aerostar Division | Sioux Falls, SD | Jul 2018 - Current | 6 |
Cornell University | Ithaca, NY | Jul 2017 - Jun 2018 | < 1 |
Raven Industries Applied Technologies Division | Sioux Falls, SD | Jun 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- SD
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$631,978
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
SD
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