Efs Advisors

Efs Advisors (CRD# 115211) is a financial advisory firm headquartered in Cambridge, MN. They manage $788,238,599 in 15,923 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    15,923
    ACCOUNTS
  • Average Account Value
    $49,503
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, ND, NE, NY, OR, SD, TX, VA, WA, WI

Financial Advisors at Efs Advisors
Showing 1 - 10 of 37 top financial advisors.
1
Joshua R. Decker
CRD#: 4189147
440 Emerson St N Suite 2, Cambridge, MN 55008
96
Wealthminder
score

Joshua Decker (CRD# 4189147) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 16 years of experience in the finance industry. Joshua Decker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scot S. Hanson
CRD#: 4325375
440 Emerson St N Suite 2, Cambridge, MN 55008
96
Wealthminder
score

Scot Hanson (CRD# 4325375) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 15 years of experience in the finance industry. Scot Hanson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dean R. Ingvalson
CRD#: 1355266
440 Emerson St N Suite 2, Cambridge, MN 55008
96
Wealthminder
score

Dean Ingvalson (CRD# 1355266) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 31 years of experience in the finance industry. Dean Ingvalson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian T. Limborg
CRD#: 5705730
440 Emerson St N Suite 2, Cambridge, MN 55008
96
Wealthminder
score

Brian Limborg (CRD# 5705730) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 7 years of experience in the finance industry. Brian Limborg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
James M. Lutz
CRD#: 1470189
440 Emerson St N Suite 2, Cambridge, MN 55008
96
Wealthminder
score

James Lutz (CRD# 1470189) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 30 years of experience in the finance industry.

6
Kent D. Schutte
CRD#: 1432361
440 Emerson Street N., Suite 2, Cambridge, MN 55008
96
Wealthminder
score

Kent Schutte (CRD# 1432361) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 27 years of experience in the finance industry. Kent Schutte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Stephen R. Berger
CRD#: 2511766
440 Emerson St N Suite 2, Cambridge, MN 55008
93
Wealthminder
score

Stephen Berger (CRD# 2511766) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 9 years of experience in the finance industry.

8
Rory E. Bluhm
CRD#: 4289347
440 Emerson St N Suite 2, Cambridge, MN 55008
93
Wealthminder
score

Rory Bluhm (CRD# 4289347) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 15 years of experience in the finance industry.

9
Barry C. Clough
CRD#: 2900894
Cambridge, MN
93
Wealthminder
score

Barry Clough (CRD# 2900894) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 19 years of experience in the finance industry.

10
Mark J. Dieter
CRD#: 5702515
440 Emerson St N Suite 2, Cambridge, MN 55008
93
Wealthminder
score

Mark Dieter (CRD# 5702515) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 7 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.