Nancy
Haigh

Efs Advisors

CRD#4351318
Investment Advisor
in Cambridge, MN

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About this Advisor

Nancy Haigh is a financial advisor based in Cambridge, Minnesota, working with Efs Advisors. Nancy has previously held positions at Efs Advisors and Advanced Advisor Group LLC. Nancy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Colorado, Iowa, Minnesota, Nebraska, and Texas. Currently, Nancy is part of Efs Advisors, which operates out of Cambridge, 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

Series 63, Series 65

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

1995 East Rum River Drive S
Cambridge, MN 55008

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Efs Advisors Brokerage Details

Total Assets Under Management

$2,039,082,605

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

59

MN Average: 157
Total Number of Accounts

29,019

MN Average: 8,262
Average Account Size

$70,267

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

Nancy Haigh Work History

2006 - Present (18 years)

Advanced Advisor Group LLC

2003 - Present (21 years)

Efs Advisors

Disclosures

Please visit the SEC profile of Nancy Haigh 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

Lindsey Egan
Eugene, OR
Ellie Killian
Cambridge, MN
Mark Gade
Hopkins, MN
George Leistikow
Cambridge, MN
Mathew Kempenich
Cambridge, MN
Zachary Wright
Cambridge, MN
Dylan Pechovnik
Cambridge, MN
Brandon Wendland
Fargo, ND

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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