Ellie Jo Killian

Employer firm

Efs Advisors CRD 115211

$2.40B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 03/2021
  Wells Fargo Clearing Services, Llc
  Rock Island, IL
• 09/2014 → 03/2021
  Wells Fargo Bank, Na
  Rock Island, IL
• 03/2021 → 06/2023
  Modern Woodmen Of America
  Rock Island, IL
• 03/2021 → 06/2023
  Mwa Financial Services Inc
  Rock Island, IL
• 06/2023 → 03/2025
  Advanced Advisor Group, Llc
  Cambridge, MN
• 06/2023 → 03/2025
  Efs Advisors
  Cambridge, MN
• 03/2025 → Present
  Advanced Advisor Group, Llc
  Cambridge, MN
• 03/2025 → Present
  Efs Advisors
  Cambridge, MN

Previous Registrations

• 2021-06-17 → 2023-06-09
  Mwa Financial Services Inc.
  Rock Island, IL
• 2019-12-09 → 2021-03-30
  Wells Fargo Clearing Services, Llc
  Rock Island, IL
  Davenport, IA

Other Businesses

1) Residential rental property inv joint owner with husband 1/2015 8noninv 1inv property management including property maintenance, tenant placement and rent collection.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-06
• S63 Uniform Securities Agent State Law Examination
  2019-11-12

Other Names

• Ellie Jo Wright