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Dylan Alex Pechovnik

EFS Advisors

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About Dylan Alex Pechovnik

Dylan Alex Pechovnik is a registered investment advisor representative with EFS Advisors. Dylan is licensed in Minnesota, Texas, and Wisconsin. Dylan has been in the financial services industry for 5 years. Dylan is currently affiliated with EFS Advisors and has been employed there since 2020. Dylan has passed the Series 7TO, SIE, and Series 66 exams. Dylan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Dylan Pechovnik 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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Dylan Pechovnik’s Registration & Firm History

MN

09/25/2024 - Present

EFS Advisors (CAMBRIDGE MN)

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Licenses & Designations

BOTH

Issued 07/01/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Alex Pechovnik.
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