Zachary
Wright

Efs Advisors

CRD#7320065
Investment Advisor
in Cambridge, MN

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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

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

Zachary Wright Work History

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

2020 - Present (4 years)

Efs Advisors

2014 - Present (10 years)

Mn Army National Guard

2017 - 2017 (< 1 year)

Terrapin Landscape

2016 - 2017 (1 year)

Acr Homes

2015 - 2016 (1 year)

Goodman Jewelers

2015 - 2016 (1 year)

Bethel University Campus Store

2015 - 2016 (1 year)

Itasca County

2013 - 2014 (1 year)

Bethel University

2013 - 2013 (< 1 year)

Big Sandy Camp

2012 - 2013 (1 year)

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

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Steven Liebzeit
Cambridge, MN
Samuel Mazuk
Mount Vernon, IA
Zachary Wright
Cambridge, MN
Adellmarie Hargreaves
Maple Grove, MN
Christopher Williams
Eagle Lake, 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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