Joseph
Batkiewicz
Efs Advisors
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About this Advisor
Joseph Batkiewicz is a financial advisor based in Saint Paul, Minnesota, working with Efs Advisors. Joseph has previously held positions at Capital Street Financial Services, Ing Financial Partners, Voya Financial Advisors, Efs Advisors, and Advanced Advisor Group LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Joseph is part of Efs Advisors, which operates out of Saint Paul, 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
Joseph Batkiewicz Work History
Efs Advisors
Advanced Advisor Group LLC
Voya Financial Advisors
Ing Financial Partners
Capital Street Financial Services
Disclosures
Please visit the SEC profile of Joseph Batkiewicz 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
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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