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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-01-28 |
| AZ | RA | APPROVED | 2025-01-30 |
| CO | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2024-11-14 |
| IA | RA | APPROVED | 2024-08-09 |
| CA | RA | APPROVED | 2024-08-07 |
| NY | RA | APPROVED | 2024-08-07 |
| WI | RA | APPROVED | 2023-10-10 |
| MN | RA | APPROVED | 2018-05-18 |
Branch Locations
1950 Northwestern Ave #106, Stillwater, MN 55082 • 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 |
|---|---|---|---|---|
| Northland Securities, Inc | Minneapolis | MN | 06/2009 | 05/2018 |
| Efs Advisors | Cambridge | MN | 05/2018 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 05/2018 | Present |
Cmylrea LLC, INV, Woodbury, MN, 55125, Tax Purposes and Pass-Through Entity, Owner/President, 3/12/2019, Minimal, approximately 1-2 inv hrs/mo for administrative tasks, Cmylrea 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. Engage Technologies, Non INV, Minneapolis MN, Manufact/Packaging, Board of Directors,12/11/2025, Quarterly Meetings @ 2 hours-total 8 hrs/yr, 8 hrs during securities trading, Meet once a quarter to discuss business operations, industry outlook, economics, etc. and assist with Board of Directors meeting, voting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-20 |
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