Best Investors Account Sign in

Michael John Erickson

Efs Advisors

Cambridge, MN

Minnetonka, MN

Apple Valley, MN

CRD 6374668

Claim This Profile
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:

Current Employers
Efs Advisors

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-18
MI RA APPROVED 2025-04-14
IA RA APPROVED 2025-04-11
TX RA APPROVED_RES 2025-04-10
NY RA APPROVED 2025-04-09
WI RA APPROVED 2024-08-29
MN RA APPROVED 2014-10-09
  • FL RA
    APPROVED
    Since 2025-04-18
  • MI RA
    APPROVED
    Since 2025-04-14
  • IA RA
    APPROVED
    Since 2025-04-11
  • TX RA
    APPROVED_RES
    Since 2025-04-10
  • NY RA
    APPROVED
    Since 2025-04-09
  • WI RA
    APPROVED
    Since 2024-08-29
  • MN RA
    APPROVED
    Since 2014-10-09

Branch Locations

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

12301 Whitewater Drive #145, Minnetonka, MN 55343 • United States

14989 Florence Trail Suite 101, Apple Valley, MN 55124 • 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
Efs Advisors Cambridge MN 08/2014 Present
Advanced Advisor Group Llc Cambridge MN 08/2014 Present
  • 08/2014 → Present
    Cambridge, MN
  • 08/2014 → Present
    Advanced Advisor Group Llc
    Cambridge, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-08
S63 Uniform Securities Agent State Law Examination 2014-08-19
  • S65 Uniform Investment Adviser Law Examination
    2014-10-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Cambridge, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor