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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1996
- Office Locations
- 26
Office Locations
About EFS Advisors
EFS Advisors is a Minnesota-based RIA providing personal financial guidance, financial planning, and discretionary portfolio management for individuals and families, including entrepreneurs. Portfolios commonly use ETFs and mutual funds, with support for retirement planning, tax and estate planning, and insurance needs. Retail and institutional practice with a multi-office footprint and primary custody at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENT DONALD SCHUTTE
Advisor, Chief Compliance Officer, President
- CRD
- #1432361
- Ownership
- 50% but less than 75%
Lynn M Schutte
Owner, President, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
Unlock allContacts
Joseph Albrecht
Wealth Management Advisor
- CRD
- #7578031
JESSE STEPHEN BABICH
Financial Advisor
- CRD
- #4493074
Showing 2 of 54 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,204,756,772 | $78,400 |
| Non-Discretionary | $197,848,275 | $150,341 |
| Total | $2,402,605,047 | $81,616 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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