{
  "crd_number": 156719,
  "slug": "adams-hansen-and-associates-minnetonka-mn-156719",
  "primary_business_name": "ADAMS-HANSEN & ASSOCIATES",
  "legal_name": "CREATIVE WEALTH STRATEGIES",
  "dbas": [],
  "city": "Minnetonka",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-10-20",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 66287121.0,
  "raum_discretionary": 66287121.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3459908.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 22407377.0,
      "count": 59
    },
    "high_net_worth_individuals": {
      "raum": 40419836.0,
      "count": 16
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://adamshansen.com",
    "https://facebook.com/people/Adams-Hansen-Associates/100063606187897",
    "https://linkedin.com/IN/BROOKHANSEN",
    "https://linkedin.com/IN/ERICKADAMS",
    "https://youtube.com/@adams-hansenassociates4707",
    "https://youtube.com/@brookhansen5667",
    "https://youtube.com/channel/UCu1qzeb54wHbOR18Uw4tYkg",
    "https://youtube.com/channel/UCvM-vZwka0h2krKnXMdzO0A"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156719",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(3)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MINNETONKA",
  "url": "https://advisorcensus.com/firm/adams-hansen-and-associates-minnetonka-mn-156719",
  "display_name": "Adams-Hansen & Associates",
  "summary": "Adams-Hansen & Associates is a state-registered investment advisory firm in Minnetonka, MN, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Adams-Hansen & Associates (CRD 156719): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Adams-Hansen & Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Adams-Hansen & Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Adams-Hansen & Associates located?",
      "a": "Adams-Hansen & Associates' principal office is in Minnetonka, MN, according to its Form ADV."
    },
    {
      "q": "Is Adams-Hansen & Associates registered with the SEC or a state?",
      "a": "Adams-Hansen & Associates is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156719."
    },
    {
      "q": "How much does Adams-Hansen & Associates manage?",
      "a": "Adams-Hansen & Associates reports $66,287,121 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Adams-Hansen & Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (16)."
    },
    {
      "q": "Does Adams-Hansen & Associates report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156719"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/adams-hansen-and-associates-minnetonka-mn-156719.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 22407377.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 16,
      "fewer_than_5": false,
      "raum": 40419836.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3459908.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156719",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}