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Brandon Thomas Wendland

EFS Advisors

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About Brandon Thomas Wendland

Brandon Wendland is a financial advisor registered with EFS Advisors. Brandon has been in the financial services industry for 6 years. Brandon works with individuals, corporations, and pension plans. Brandon specializes in Retirement, College Savings, Investments, and Insurance. Brandon holds licenses for Series 7TO, SIE, and Series 66. Brandon is a member of the North Dakota National Guard, which requires approximately one weekend a month for drills, none during trading hours.

Firm Information

Brandon Wendland is currently registered with EFS Advisors. EFS Advisors is an investment advisor headquartered in Cambridge, Minnesota. With over $2 billion in assets under management, the firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and institutions, including pension plans, charitable organizations, and insurance companies. EFS Advisors has over 50 licensed agents and investment advisor representatives. They offer a range of services, including portfolio management, financial planning, and pension consulting. The firm also publishes periodicals and conducts educational seminars. EFS Advisors is a registered investment advisor with the SEC.
EFS Advisors

1995 EAST RUM RIVER DRIVE S

CAMBRIDGE, MN 55008

$2.04B

Assets Under Management

Not reported

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Wendland’s Registration & Firm History

MN

12/05/2023 - Present

EFS Advisors (CAMBRIDGE MN)

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Licenses & Designations

BOTH

Issued 07/21/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/02/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon Thomas Wendland.
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