Zachary
Wright
Efs Advisors
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About this Advisor
Zachary Wright is a financial advisor based out of Cambridge, Minnesota with a total of 1 year of industry experience. Wright currently works for Efs Advisors. The advisor has gained experience at Efs Advisors, Mn Army National Guard, Terrapin Landscape, Acr Homes, Goodman Jewelers, Bethel University Campus Store, Itasca County, Bethel University, Big Sandy Camp and Heartland Kids. Wright holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Efs Advisors is a financial advisory company that has its headquarters in Cambridge, MN. It has offices in 31 locations and a total of 55 financial advisors. It handles $2 billion in assets under management across its 26,921 accounts, placing it among the largest investment advisory firms in the country by assets under management. Efs Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on the type of services provided. Fee types billed by Efs Advisors most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Zachary Wright Work History
Zachary has been registered as a financial advisor for 1 years.*
Efs Advisors
Mn Army National Guard
Terrapin Landscape
Acr Homes
Goodman Jewelers
Bethel University Campus Store
Itasca County
Bethel University
Big Sandy Camp
Heartland Kids
*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 Zachary Wright 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
Cambridge, MN
Eugene, OR
Mount Vernon, IA
Maple Grove, MN
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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