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Michael Eugene Leach

EFS Advisors

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About Michael Eugene Leach

Michael Leach is a financial advisor with over 30 years of experience in the industry. He is currently registered with EFS Advisors and Advanced Advisor Group, LLC in Minnesota. Michael has a broad range of experience in various aspects of financial advising, including financial planning, pension consulting, and portfolio management for individuals and businesses. He is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Michael Leach 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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Michael Leach’s Registration & Firm History

MN

01/15/2014 - Present

EFS Advisors (CAMBRIDGE MN)

OH

02/15/2005 - 10/09/2006

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

08/01/2000 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

IL

02/20/1991 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

OH

07/01/1996 - 09/29/1999

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

07/08/1993 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

NE

11/06/1989 - 12/19/1990

SECURITIES AMERICA, INC. (LAVISTA NE)

NJ

08/01/1985 - 09/12/1989

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 08/26/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Eugene Leach.
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