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Efs Advisors CRD 115211
$2.40B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-09 |
| VA | RA | APPROVED | 2025-11-24 |
| MS | RA | APPROVED | 2025-01-21 |
| CA | RA | APPROVED | 2024-03-06 |
| MN | RA | APPROVED | 2024-03-06 |
| TX | RA | APPROVED_RES | 2024-03-06 |
| IA | RA | APPROVED | 2009-05-14 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Mount Vernon, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Advisor Group Llc | Cambridge | MN | 08/2006 | Present |
| Efs Advisors Llc | Cambridge | MN | 10/2008 | Present |
RESIDDENTIAL RENTAL PROPERTY, 2004-PRESENT, PROPERTY IS LOCATED IN MT. VERNON IA. RENT/ LEASE PROPERTY TO TENANTS. OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-28 |
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