Todd Opdahl, financial advisor Chisago City MN
93 score

Todd Opdahl

CRD Number: 1914399
Current Firm: Efs Advisors

Todd Opdahl (CRD# 1914399) is an Investment Advisor Representative working at Efs Advisors in Chisago City, MN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Advisor Group Cambridge, MN Aug 2006 - Current 11
Educators Financial Lindstrom, MN Jun 2001 - Current 16
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Todd J. Opdahl
Phone Number: 763-689-9023
Registered State(s):
  • CO
  • GA
  • WA
  • SD
  • MN
  • ND
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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