Michael Leach, financial advisor Cambridge MN

Michael Leach

CRD Number: 1291327
Current Firm: Efs Advisors

Michael Leach (CRD# 1291327) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Advisor Group Cambdrige, MN Aug 2006 - Current 17
Educators Financial Services Cambridge, MN Jul 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Michael E. Leach
Phone Number: 763-689-9023
Firm Website: http://www.tsainvest.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,039
    MILLIONS
  • Total Number of Accounts
    29,019
    ACCOUNTS
  • Average Account Value
    $70,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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