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Current Employers
Efs Advisors

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-23
NY RA APPROVED 2025-04-21
PR RA APPROVED 2025-02-05
AZ RA APPROVED 2025-01-31
ND RA APPROVED 2025-01-22
WA RA APPROVED 2025-01-22
IA RA APPROVED 2025-01-21
MI RA APPROVED 2025-01-21
NM RA APPROVED 2025-01-21
NC RA APPROVED 2025-01-21
OR RA APPROVED 2025-01-21
RI RA APPROVED 2025-01-21
SC RA APPROVED 2025-01-21
SD RA APPROVED 2025-01-21
CA RA APPROVED 2025-01-17
WV RA APPROVED 2025-01-17
WY RA APPROVED 2025-01-17
IN RA APPROVED 2025-01-16
MO RA APPROVED 2025-01-16
PA RA APPROVED 2025-01-16
TX RA APPROVED_RES 2025-01-16
UT RA APPROVED 2025-01-16
WI RA APPROVED 2024-06-28
MN RA APPROVED 2022-03-30
  • MA RA
    APPROVED
    Since 2025-04-23
  • NY RA
    APPROVED
    Since 2025-04-21
  • PR RA
    APPROVED
    Since 2025-02-05
  • AZ RA
    APPROVED
    Since 2025-01-31
  • ND RA
    APPROVED
    Since 2025-01-22
  • WA RA
    APPROVED
    Since 2025-01-22
  • IA RA
    APPROVED
    Since 2025-01-21
  • MI RA
    APPROVED
    Since 2025-01-21
  • NM RA
    APPROVED
    Since 2025-01-21
  • NC RA
    APPROVED
    Since 2025-01-21
  • OR RA
    APPROVED
    Since 2025-01-21
  • RI RA
    APPROVED
    Since 2025-01-21
  • SC RA
    APPROVED
    Since 2025-01-21
  • SD RA
    APPROVED
    Since 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-17
  • WV RA
    APPROVED
    Since 2025-01-17
  • WY RA
    APPROVED
    Since 2025-01-17
  • IN RA
    APPROVED
    Since 2025-01-16
  • MO RA
    APPROVED
    Since 2025-01-16
  • PA RA
    APPROVED
    Since 2025-01-16
  • TX RA
    APPROVED_RES
    Since 2025-01-16
  • UT RA
    APPROVED
    Since 2025-01-16
  • WI RA
    APPROVED
    Since 2024-06-28
  • MN RA
    APPROVED
    Since 2022-03-30

Branch Locations

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Taylors, SC • United States

Advanced Advisor Group, Llc

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-03-30
  • MN RA
    APPROVED
    Since 2022-03-30

Branch Locations

Taylors, SC • United States

1995 East Rum River Drive S., Cambridge, MN 55008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St. Cloud MN 08/2012 10/2016
First Interstate Bank Lander WY 08/2012 03/2018
Cetera Investment Advisers Llc Lander WY 01/2014 10/2016
Lpl Financial, Llc Lander WY 11/2016 12/2016
Farmers Insurance Lander WY 04/2018 06/2019
Farmers Financial Solutions Landers WY 04/2018 06/2019
Thrivent Investment Management Inc Buckeye AZ 11/2019 07/2021
Compass Church Goodyear AZ 06/2019 11/2019
Thrivent Financial Appleton WI 11/2019 01/2020
Thrivent Financial Appleton WI 01/2020 07/2021
Hope City Church Surprize AZ 06/2021 01/2022
Advanced Advisor Group, Llc Cambridge MN 03/2022 Present
Efs Advisors Cambridge MN 03/2022 Present
  • 08/2012 → 10/2016
    Cetera Investment Services Llc
    St. Cloud, MN
  • 08/2012 → 03/2018
    First Interstate Bank
    Lander, WY
  • 01/2014 → 10/2016
    Lander, WY
  • 11/2016 → 12/2016
    Lander, WY
  • 04/2018 → 06/2019
    Farmers Insurance
    Lander, WY
  • 04/2018 → 06/2019
    Farmers Financial Solutions
    Landers, WY
  • 11/2019 → 07/2021
    Buckeye, AZ
  • 06/2019 → 11/2019
    Compass Church
    Goodyear, AZ
  • 11/2019 → 01/2020
    Thrivent Financial
    Appleton, WI
  • 01/2020 → 07/2021
    Thrivent Financial
    Appleton, WI
  • 06/2021 → 01/2022
    Hope City Church
    Surprize, AZ
  • 03/2022 → Present
    Cambridge, MN
  • 03/2022 → Present
    Cambridge, MN
Previous Registrations
  • 2021-03-19 → 2021-07-30
    Buckeye, AZ
    Scottsdale, AZ
  • 2016-11-29 → 2017-01-24
    Lander, WY
    Salt Lake City, UT
  • 2014-01-21 → 2016-11-29
    Casper, WY
    Riverton, WY
    Lander, WY
  • 2012-08-23 → 2014-01-21
    Cetera Investment Services Llc
    Casper, WY
    Riverton, WY
    Lander, WY
  • 2009-08-10 → 2012-08-15
    Bancwest Investment Services, Inc.
    Jackson, WY
    Denver, CO
    Cody, WY
    Meeteetse, WY
    Lander, WY
    Riverton, WY
    Powell, WY
    Worland, WY
  • 2000-11-09 → 2004-07-02
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-03
S63 Uniform Securities Agent State Law Examination 1993-08-23
  • S66 Uniform Combined State Law Examination
    2021-03-03
  • S63 Uniform Securities Agent State Law Examination
    1993-08-23

View on SEC IAPD

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