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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-19 |
| SC | RA | APPROVED | 2025-05-06 |
| NC | RA | APPROVED | 2025-05-05 |
| WI | RA | APPROVED | 2016-09-12 |
| MN | RA | APPROVED | 2016-09-08 |
Branch Locations
41 Sherburne Ave, St. Paul, MN 55103 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Street Financial Services | St Paul | MN | 03/2005 | 09/2016 |
| Voya Financial Advisors | St Paul | MN | 09/2014 | 09/2016 |
| Efs Advisors | Cambridge | MN | 09/2016 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 09/2016 | Present |
Crump Life Insurance, investment-related insurance activity from which trail commissions are being collected, passive activity with no selling involved.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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