Shawn
Mcintyre
Efs Advisors
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About this Advisor
Shawn Mcintyre is a financial advisor based in Bemidji, Minnesota, working with Efs Advisors. Shawn has previously held positions at Legacy, Feltl & Company, Basis, White Bear Productions, Advanced Advisor Group LLC, and Efs Advisors. Shawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Shawn is part of Efs Advisors, which operates out of Bemidji, 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
Shawn Mcintyre Work History
Advanced Advisor Group LLC
Efs Advisors
Legacy
White Bear Productions
Basis
Feltl & Company
Disclosures
Please visit the SEC profile of Shawn Mcintyre 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
Hopkins, MN
Eagle Lake, MN
Cambridge, MN
Cambridge, MN
Cambridge, MN
Eugene, OR
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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