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HAYS FINANCIAL GROUP, LLC

MINNEAPOLIS, MN · CRD 306877 · IAPD ↗ · (612) 373-9863

$7.45BRegulatory AUM
6Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — HAYS FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2026 — HAYS FINANCIAL GROUP, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
January 2026 — HAYS FINANCIAL GROUP, LLC notice-filed in LA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — HAYS FINANCIAL GROUP, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — HAYS FINANCIAL GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — HAYS FINANCIAL GROUP, LLC moved its main office from EDINA, MN to MINNEAPOLIS, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
47
June 2024 — HAYS FINANCIAL GROUP, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2024 — HAYS FINANCIAL GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — HAYS FINANCIAL GROUP, LLC moved its main office from MINNEAPOLIS, MN to EDINA, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — HAYS FINANCIAL GROUP, LLC shrank from 9 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
72
April 2024 — HAYS FINANCIAL GROUP, LLC reported RAUM up 62% ($3.16B -> $5.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.