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David Benjamin Wolfe

EFS Advisors

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About David Benjamin Wolfe

David Wolfe is a financial advisor registered with EFS Advisors and Advanced Advisor Group, LLC. David has been in the industry since 1995 and holds Series 6, 63, and 65 licenses as well as the SIE exam. David's specializations include providing financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. David provides services to individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

David Wolfe 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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David Wolfe’s Registration & Firm History

MN

05/23/2024 - Present

EFS Advisors (CAMBRIDGE MN)

MN

07/17/1995 - 08/19/2008

GREAT AMERICAN ADVISORS, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Benjamin Wolfe. Review regulatory record here.
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