Gregory
Burkhart
Efs Advisors
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About this Advisor
Gregory Burkhart is a financial advisor who works in Lakeville, Minnesota. Burkhart is currently employed by Efs Advisors. Their career trajectory has included roles at Valic Financial Advisors, Agia and Advanced Advisor Group, LLC. Burkhart has a Series 63 license, certifying them as a securities broker, and is registered to advise clients in Iowa, Minnesota, Texas and Wisconsin. Efs Advisors is a business operating out of Cambridge, MN. The firm has offices in 31 locations and a total of 55 employees. It handles $2 billion in assets under management between its 26,921 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Efs Advisors offers a number of services, such as 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 fees largely vary depending on which service is provided. Fees billed by Efs Advisors can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Efs Advisors Brokerage Details
$1,715,092,035
55
26,921
$63,708
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
Gregory Burkhart Work History
Gregory has been registered as a financial advisor for 0 years.*
Advanced Advisor Group, LLC
Agia
Valic Financial Advisors
*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 Gregory Burkhart 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
Cambridge, MN
Eden Prairie, MN
Mount Vernon, IA
Cambridge, MN
Cambridge, MN
Maple Grove, MN
Minneapolis, MN
Eagle Lake, MN
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