EFS ADVISORS
Cambridge, Minnesota
3.4
7 Reviews
EFS Advisors, headquartered in Cambridge, MN, is a leading regional investment advisory firm with a strong presence in the industry. With over 26,990 individual clients and a staggering $1,715,092,000 in assets under management, they have established themselves as trusted financial advisors. Operating from 32 offices across the region, EFS Advisors offers comprehensive services, including investment advisory and insurance brokerage.
Specializing in managing employer 401K plans and individual portfolios, EFS Advisors demonstrates expertise in handling diverse asset classes. An impressive 84% of the assets they manage are discretio...
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Assets Under Mgmt
$1.72B
Investment Professionals
51
Locations
31
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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