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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
| CO | RA | APPROVED | 2026-08-15 |
| MN | RA | APPROVED | 2026-08-15 |
| OR | RA | APPROVED | 2026-08-15 |
| TX | RA | APPROVED | 2026-08-15 |
| WA | RA | APPROVED | 2026-08-15 |
| WI | RA | APPROVED | 2026-08-15 |
Branch Locations
14525 Highway 7, Suite 190, Minnetonka, MN 55345 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-20 |
| CO | RA | APPROVED | 2025-04-25 |
| OR | RA | APPROVED | 2025-04-24 |
| CA | RA | APPROVED | 2025-04-22 |
| SD | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED_RES | 2025-04-22 |
| WI | RA | APPROVED | 2025-04-22 |
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
9210 Wyoming Ave N #200, Brooklyn Park, MN 55445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efs Advisors | Cambridge | MN | 03/2003 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 08/2006 | Present |
1) Scherven Financial LLC, INV, Mound MN, Pass Through Entity LLC, Owner, 03/01/2019, 2 hours per month, 0 hours per month during trading hours, Other Compensation, Scherven 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. 2) The Scherven Group - IAR, Brooklyn Park MN, 160 hr/month, owner 3) Great Valley Advisor Group - RIA, 160 hrs/month, investment advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-29 |
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