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Shawn Matthew McIntyre

EFS Advisors

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About Shawn Matthew McIntyre

Shawn McIntyre is a financial advisor with over 20 years of experience in the industry. He is currently registered with EFS Advisors and has previously worked with Feltl & Company, Miller Johnson Steichen Kinnard, Inc., Dain Rauscher Incorporated, R.J. Steichen & Company, Schneider Securities, Inc., Paulson Investment Company, Inc. and Mathews, Holmquist & Associates, Inc. Shawn specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Shawn has a Series 7, Series 31, Series 63, and Series 65 licenses.

Firm Information

Shawn McIntyre 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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Shawn McIntyre’s Registration & Firm History

MN

02/04/2025 - Present

EFS Advisors (Bemidji MN)

MN

12/19/2003 - 11/07/2016

FELTL & COMPANY (PLYMOUTH MN)

MN

03/15/2001 - 01/12/2004

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

NY

05/29/1998 - 11/09/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

MN

11/09/1995 - 05/29/1998

R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)

CO

01/27/1995 - 11/14/1995

SCHNEIDER SECURITIES, INC. (DENVER CO)

OR

08/01/1994 - 01/30/1995

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

NA

07/25/1994 - 08/08/1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 11/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 07/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Shawn Matthew McIntyre. Review regulatory record here.
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