Efs Advisors

Investment Advisor
in Cambridge, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

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

Total Assets Under Management


MN Average: $5,289,111,388
Total Number of Employees


MN Average: 157
Total Number of Accounts


MN Average: 8,262
Average Account Size


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.


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

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started