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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
| AZ | RA | APPROVED | 2026-01-14 |
| IL | RA | APPROVED | 2026-01-06 |
| OR | RA | APPROVED | 2026-01-06 |
| IA | RA | APPROVED | 2025-01-30 |
| WI | RA | APPROVED | 2025-01-30 |
| MN | RA | APPROVED | 2013-11-14 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-14 |
| IA | RA | APPROVED | 2007-07-05 |
Branch Locations
1995 East Rum River Drive S., Cambridge, MN 55008
1995 East Rum River Drive S., Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efs Advisors | Cambridge | MN | 04/1994 | Present |
| Advanced Advisor Group Llc | Cambridge | MN | 09/2006 | Present |
1) PRESIDENT - EDUCTORS FINANCIAL SERVICES, EFS Advisors, A REGISTERED INVESTMENT ADVISOR; PROVIDING FEE-BASED PLANNING AND EXECUTIVE OVERSIGHT; 4/1994 - PRESENT; APPROX. 20 HOURS PER WEEK DURING MARKET AND NON-MARKET HOURS; CAMBRIDGE, MN. 2) OWNER OF RENTAL PROPERTIES IN CAMBRIDGE, MN AND IN TEXAS. BOOKS AND RECORDS FOR BUSINESS ARE MAINTAINED IN CAMBRIDGE, MN. BUSINESS IS NOT INVESTMENT RELATED NOR DOES IT INVOLVE CLIENTS OF THE FIRM. DEDICATES 3-4 HOURS PER MONTH TO BUSINESS OUTSIDE OF TRADING HOURS. 3) Part-owner of Shady Hogs, an agricultural/animal husbandry business based in Iowa; Not investment related and spends about 1 hour a month 4) EDUCATORS LIFETIME SOLUTIONS, LONG TERM CARE SALES, CO-OWNER, JAN 2011-PRESENT 5) Educators Aviation, noninv, 1995 E Rum River Dr S Cambridge MN, Aircraft ownership, Owner, leases flying services back to EFS, Aviben, AAG, TSL and transportation to rental properties, 06/2002, 5 noninv, 5 inv hrs/mo, pilot 6) Bryndis Books LLC, noninv, 1995 E Rum River Dr S Cambridge MN, Bookkeeping Services, 12.5% owner, investor, 01/2021, 1 noniv, 0 inv hrs/mo, ownership interest 7) Educators Benefits Consultants, LLC DBA Aviben, noninv, 1995 E Rum River Dr S Cambridge MN, Benefits Administration, Owner, 01/2004, 12 noninv, 4 inv hrs/mo, Operational oversight for third party administrator and consulting firm 8) ARC Retreat Center, Non-INV, Stanchfield, MN, Wellness Community, Board Member, 11/2024, minimal hrs, less than 1 per month, 0 Inv hrs/mo, No Compensation Compensation, Board Member for retreat center assisting with guiding the organizations missions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-04 |
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