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About this Advisor
Michael Leach is a financial advisor working in Cambridge, Minnesota with a total of 9 years of relevant experience. Leach currently works for Efs Advisors. The advisor has gained experience at Advanced Advisor Group and Educators Financial Services. Leach has a Series 63 license, qualifying them as a securities broker, and is approved to operate in Minnesota. Efs Advisors is a financial advisory firm operating out of Cambridge, MN. The firm has offices in 31 locations and a total of 55 financial advisors. It has $2 billion in total assets among its 26,921 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Efs Advisors performs a diverse range 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 advice typically are based on which services are provided. Fees charged by Efs Advisors can include any combination of asset-based and hourly fees.
Certifications and Registrations
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Efs Advisors Brokerage Details
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 Leach Work History
Michael has been registered as a financial advisor for 9 years.*
Advanced Advisor Group
Educators Financial Services
*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.
Please visit the SEC profile of Michael Leach 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
Eden Prairie, MN
Maple Grove, MN
Eagle Lake, MN
Mount Vernon, IA
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 email@example.com.
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