Michael
Erickson

Efs Advisors

CRD#6374668
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Michael Erickson is a financial advisor based out of Eden Prairie, Minnesota with 9 years of relevant experience. Erickson is on the advisory team at Efs Advisors. During their career, the advisor has held roles at Robert Half, Mindshift and Efs Advisors. Erickson has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Minnesota. Efs Advisors is a registered investment business operating out of Cambridge, MN. The firm has offices in 31 locations and a total of 55 advisors. It manages $2 billion in total assets between its 26,921 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Efs Advisors has 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. Fees for financial management usually are based on the type of services provided. Fees billed by Efs Advisors likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

9 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

7912B Eden Rd
Eden Prairie, MN 55344

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

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

55

MN Average: 157
Total Number of Accounts

26,921

MN Average: 8,262
Average Account Size

$63,708

MN 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

Michael Erickson Work History

Michael has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Efs Advisors

2013 - 2014 (1 year)

Robert Half

2013 - 2013 (< 1 year)

Mindshift

*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 Michael Erickson 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
Christopher Williams
Eagle Lake, MN
Lindsey Egan
Eugene, OR
Adellmarie Hargreaves
Maple Grove, MN
Steven Liebzeit
Cambridge, MN
Alex Rootes
Minneapolis, MN
Zachary Wright
Cambridge, 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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