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Steven John Liebzeit

EFS Advisors

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About Steven John Liebzeit

Steven Liebzeit is a financial advisor at EFS Advisors with over 20 years of experience in the financial services industry. Steven also maintains a relationship with Advanced Advisor Group, LLC. Steven provides financial planning services to individuals, businesses and pension plans. Steven has experience in managing investments for a variety of clients and is committed to providing personalized service.

Firm Information

Steven Liebzeit 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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Steven Liebzeit’s Registration & Firm History

MN

01/17/2025 - Present

EFS Advisors (CAMBRIDGE MN)

AZ

11/11/2019 - 07/30/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Buckeye AZ)

WY

04/26/2018 - 06/20/2019

FARMERS FINANCIAL SOLUTIONS, LLC (LANDER WY)

SC

11/29/2016 - 01/24/2017

LPL FINANCIAL LLC (FORT MILL SC)

WY

08/23/2012 - 11/29/2016

CETERA INVESTMENT SERVICES LLC (LANDER WY)

CO

11/11/2008 - 08/15/2012

BANCWEST INVESTMENT SERVICES, INC. (DENVER CO)

CA

06/30/2006 - 02/02/2007

SECURITIES EQUITY GROUP (ALISO VIEJO CA)

CA

01/05/1998 - 07/02/2004

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

CA

11/19/1993 - 01/06/1998

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

OR

08/19/1993 - 11/19/1993

MARKETING ONE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 03/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven John Liebzeit.
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