Michael Eugene Leach

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

• 08/2006 → Present
  Advanced Advisor Group Llc
  Cambdrige, MN
• 07/1989 → Present
  Efs Advisors
  Cambridge, MN

Other Businesses

Leach Financial Services LLC, INV, Clearwater, MN, 55320, Tax Purposes and Pass-Through Entity, Owner, 12/21/2012, Minimal, approximately 1 inv hrs/mo for administrative tasks, 1 trading hr, Leach Financial Services 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-08-26

Other Names

• Mike Leach