Steven
Liebzeit
Efs Advisors
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Efs Advisors Brokerage Details
$1,715,092,035
55
26,921
$63,708
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.*
Advanced Advisor Group, LLC
Hope City Church
Thrivent Financial
Thrivent Financial
Thrivent Investment Management Inc
Compass Church
Farmers Insurance
Farmers Financial Solutions
Lpl Financial, LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLC
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
Cambridge, MN
Eden Prairie, MN
Eagle Lake, MN
Minneapolis, MN
Mount Vernon, IA
Maple Grove, MN
Eugene, OR
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
