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Paul Michael Rushmann

EFS Advisors

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About Paul Michael Rushmann

Paul Michael Rushmann is a financial advisor with over 30 years of experience in the industry. Paul Rushmann is a Registered Representative and Investment Advisor Representative associated with EFS Advisors. Paul Rushmann holds the Chartered Financial Consultant designation and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Paul Rushmann is licensed to offer financial products and services in Minnesota and Wisconsin. EFS Advisors has been in business since 1987 and specializes in financial planning, portfolio management, and retirement planning. EFS Advisors is a registered investment advisor and is required to register with the SEC and the state of Minnesota. Paul Rushmann is a highly experienced and knowledgeable financial advisor who is committed to providing personalized financial advice to clients.

Firm Information

Paul Rushmann 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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Paul Rushmann’s Registration & Firm History

MN

01/09/2025 - Present

EFS Advisors (CAMBRIDGE MN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Michael Rushmann.
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