Steven
Liebzeit

Efs Advisors

CRD#2378619
Investment Advisor
in Cambridge, MN

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About this Advisor

Steven Liebzeit is a financial advisor who works out of Cambridge, Minnesota with 1 year of relevant experience. Liebzeit is an employee of Efs Advisors. Their career trajectory has included roles at Lpl Financial, LLC, Thrivent Financial, Advanced Advisor Group, LLC, Hope City Church, Cetera Investment Services LLC, First Interstate Bank, Cetera Investment Advisers LLC, Farmers Insurance, Farmers Financial Solutions, Thrivent Investment Management Inc and Compass Church. Liebzeit has Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in Minnesota. Efs Advisors is a firm headquartered in Cambridge, MN. It has offices in 31 locations and a total of 55 employees. It controls $2 billion in assets under management among its 26,921 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The advisory firm performs 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. Financial management fees are based on which services the firm provides the client. Fee types charged by Efs Advisors can be comprised of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

$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

Steven Liebzeit Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Advanced Advisor Group, LLC

2021 - 2022 (1 year)

Hope City Church

2020 - 2021 (1 year)

Thrivent Financial

2019 - 2020 (1 year)

Thrivent Financial

2019 - 2021 (2 years)

Thrivent Investment Management Inc

2019 - 2019 (< 1 year)

Compass Church

2018 - 2019 (1 year)

Farmers Insurance

2018 - 2019 (1 year)

Farmers Financial Solutions

2016 - 2016 (< 1 year)

Lpl Financial, LLC

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2012 - 2016 (4 years)

Cetera Investment Services LLC

2012 - 2018 (6 years)

First Interstate Bank

*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 Steven Liebzeit 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
Zachary Wright
Cambridge, MN
Lindsey Egan
Eugene, OR
Christopher Williams
Eagle Lake, MN
Samuel Mazuk
Mount Vernon, IA
Steven Liebzeit
Cambridge, MN
Alex Rootes
Minneapolis, 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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