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Brian Thomas Limborg

EFS Advisors

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About Brian Thomas Limborg

Brian Limborg is a financial advisor who has been working in the industry since 2009. Brian currently works at EFS Advisors and Advanced Advisor Group, LLC. Brian has a wide range of experience and has helped clients with their financial planning needs for over a decade. Brian holds a Certified Financial Planner designation and provides financial planning services for individuals, businesses, and retirement plans. Brian has also published a number of articles on financial planning and investment management. Brian is passionate about helping clients reach their financial goals and is committed to providing the highest level of service.

Firm Information

Brian Limborg 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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Brian Limborg’s Registration & Firm History

MN

04/26/2024 - Present

EFS Advisors (CAMBRIDGE MN)

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Licenses & Designations

IA

Issued 06/08/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Thomas Limborg.
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