Gregory
Burkhart
Efs Advisors
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About this Advisor
Gregory Burkhart is a financial advisor based in Lakeville, Minnesota, working with Efs Advisors. Gregory has previously held positions at Valic Financial Advisors, Agia, Advanced Advisor Group, LLC, and Efs Advisors. Gregory has passed the Series 63 regulatory exam and is registered to provide services in Iowa, Minnesota, North Dakota, Texas, and Wisconsin. Currently, Gregory is part of Efs Advisors, which operates out of Lakeville, Minnesota. The firm has 24 offices and 59 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Efs Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Efs Advisors Brokerage Details
$2,039,082,605
59
29,019
$70,267
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
Advanced Advisor Group, LLC
Efs Advisors
Agia
Valic Financial Advisors
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
Hopkins, MN
Cambridge, MN
Champlin, MN
Cambridge, MN
Cambridge, MN
Cambridge, MN
Fargo, ND
Mount Vernon, IA
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