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Samuel Aaron Mazuk

Efs Advisors

Marion, IA

Cambridge, MN

CRD 6393350

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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
WI RA APPROVED 2024-03-06
IA RA APPROVED 2017-07-20
  • WI RA
    APPROVED
    Since 2024-03-06
  • IA RA
    APPROVED
    Since 2017-07-20

Branch Locations

808 6Th St. Ste. #3, Marion, IA 52302 • 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
Advanced Advisor Group Llc Cambridge MN 05/2014 Present
Efs Advisors Cambridge MN 07/2017 Present
  • 05/2014 → Present
    Advanced Advisor Group Llc
    Cambridge, MN
  • 07/2017 → Present
    Efs Advisors
    Cambridge, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-17
S63 Uniform Securities Agent State Law Examination 2015-01-03
  • S65 Uniform Investment Adviser Law Examination
    2017-07-17
  • S63 Uniform Securities Agent State Law Examination
    2015-01-03

View on SEC IAPD

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