Samuel
Mazuk

Efs Advisors

CRD#6393350
Investment Advisor
in Mount Vernon, IA

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About this Advisor

Samuel Mazuk is a financial advisor who works in Mount Vernon, Iowa who has 6 years of relevant experience. Mazuk works at Efs Advisors. Mazuk has gained experience at Advanced Advisor Group and Lowe'S Home Improvement. Mazuk holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Iowa. Efs Advisors is a registered investment business based out of Cambridge, MN. It has offices in 31 locations and a total of 55 people on staff. It oversees $2 billion in assets among its 26,921 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Efs Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on which service is provided. Fees billed by Efs Advisors can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Mount Vernon, IA

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

IA Average: $5,289,111,388
Total Number of Employees

55

IA Average: 157
Total Number of Accounts

26,921

IA Average: 8,262
Average Account Size

$63,708

IA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Samuel Mazuk Work History

Samuel has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Advanced Advisor Group

2013 - 2014 (1 year)

Lowe'S Home Improvement

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Mazuk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Efs Advisors

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Zachary Wright
Cambridge, MN
Lindsey Egan
Eugene, OR
Christopher Williams
Eagle Lake, MN
Samuel Mazuk
Mount Vernon, IA
Steven Liebzeit
Cambridge, MN
Alex Rootes
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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