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Brandt Bob Wendland

EFS Advisors

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About Brandt Bob Wendland

Brandt Wendland is an investment advisor representative with EFS Advisors. Brandt has been in the financial services industry since July 30, 1995. Brandt's experience includes prior employment with Feltl & Company and RBC Dain Rauscher Inc. Brandt is registered to provide investment advisory services in Arizona, Colorado, Idaho, Iowa, Michigan, Minnesota, North Dakota, South Dakota, Virginia, and Wisconsin. Wendland is also a Registered Representative with FINRA and the MSRB. Brandt is Series 7, Series 31, Series 63, and Series 66 licensed. Wendland holds a SIE license and has passed the Futures Managed Funds Examination.

Firm Information

Brandt 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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Brandt Wendland’s Registration & Firm History

MN

02/19/2024 - Present

EFS Advisors (Willmar MN)

MN

03/19/2004 - 02/23/2017

FELTL & COMPANY (PLYMOUTH MN)

NY

03/02/1998 - 04/06/2004

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NA

12/19/1997 - 03/02/1998

DAIN RAUSCHER INCORPORATED

MN

07/25/1995 - 01/01/1998

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brandt Bob Wendland. Review regulatory record here.
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