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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-03-11 |
| WI | RA | APPROVED | 2024-03-07 |
| MN | RA | APPROVED | 2019-11-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Wintergreens | Isanti | MN | 07/2013 | 08/2018 |
| Thrivent Investment Management Inc | Cambridge | MN | 08/2018 | 10/2019 |
| Thrivent Financial | Appleton | WI | 08/2018 | 12/2018 |
| Thrivent Financial | Appleton | WI | 12/2018 | 10/2019 |
| Efs Advisors | Cambridge | MN | 10/2019 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 10/2019 | Present |
Olive Tree Financial LLC, INV, Stanchfield, MN, 55080, Tax Purposes and Pass-Through Entity, Owner/Financial Advisor, 03/24/2024, Minimal, approximately 2 inv hrs/mo for administrative tasks, 1-2 trading hrs, Olive Tree Financial LLC is established for tax purposes to facilitate compensation for 1099 employee services. It functions as a pass-through entity for business-related activities associated with EFS Advisors. The LLC does not engage in any separate or additional business activities beyond this function. There is no direct compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
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