Rory Bluhm (CRD# 4289347) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 23 years of experience in the finance industry.
CRD# 1873767
Ameriprise Financial Services, LLC
CRD# 1011858
Cetera Investment Advisers LLC
CRD# 5440869
Gradient Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Advisors Group, LLC | Cambridge, MN | Dec 2007 - Current | 16 |
| Educators Financial Services | Cambridge, MN | Dec 2007 - Current | 16 |
| Ditech Financial, LLC | Eden Prairie, MN | Aug 2015 - Oct 2019 | 4 |
| Greentree Financial | Eden Prairie, MN | Feb 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- AZ
- MN
- OR
- WI
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Total Assets Under Management2,039MILLIONS
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Total Number of Accounts29,019ACCOUNTS
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Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- 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
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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