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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2024-07-24 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Crosby, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poolcorp | Bondurant | IA | 09/2012 | 01/2025 |
| Advanced Advisor Group Llc | Cambridge | MN | 07/2024 | Present |
| Efs Advisors | Cambridge | MN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
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