Matthew
Martinson
Efs Advisors
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About this Advisor
Matthew Martinson is a financial advisor working out of Saint Paul, Minnesota, who has 5 years of relevant experience. Martinson is an employee of Efs Advisors. Their career trajectory has included roles at Ing Financial Partners, Capital Street Financial Services, Voya Financial Advisors and Efs Advisors. Martinson has a Series 63 license, which qualifies them as a securities representative, and is able to work in Minnesota. Efs Advisors is a registered investment firm headquartered in Cambridge, MN. The firm has offices in 31 locations and a total of 55 people on staff. It administers $2 billion in assets between its 26,921 client accounts, placing it among the biggest firms in the nation by assets under management. Efs Advisors provides 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. Fees for financial advice typically are based on which services the firm provides the client. Fee types billed by Efs Advisors may include 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
Matthew Martinson Work History
Matthew has been registered as a financial advisor for 5 years.*
Efs Advisors
Capital Street Financial Services
Voya Financial Advisors
Ing Financial Partners
*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 Matthew Martinson 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
Cambridge, MN
Minneapolis, MN
Cambridge, MN
Eugene, OR
Mount Vernon, IA
Maple Grove, MN
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