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Todd Jerome Opdahl

EFS Advisors

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About Todd Jerome Opdahl

Todd Jerome Opdahl is a financial advisor with over 30 years of experience in the financial services industry. Todd is currently registered with EFS Advisors and Advanced Advisor Group, LLC. Todd has served clients in various roles at several firms including Great American Advisors, Inc., PMG Securities Corporation, Investment Centers of America, Inc., Robert W. Baird & Co. Incorporated, John G. Kinnard and Company, Incorporated, PaineWebber Incorporated, Kober Financial Corp., Horizons International Corporation, and The Stuart-James Company, Incorporated.

Firm Information

Todd Opdahl 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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Todd Opdahl’s Registration & Firm History

MN

11/04/2013 - Present

EFS Advisors (CAMBRIDGE MN)

OH

02/15/2005 - 10/09/2006

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

06/25/2001 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

WI

02/26/2001 - 06/21/2001

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

WI

09/05/1996 - 04/30/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MN

02/28/1994 - 09/11/1996

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NJ

05/01/1991 - 02/18/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CO

06/13/1990 - 05/06/1991

KOBER FINANCIAL CORP. (ENGLEWOOD CO)

NA

03/22/1990 - 06/27/1990

HORIZONS INTERNATIONAL CORPORATION

CO

01/24/1989 - 03/27/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BOTH

Issued 03/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Jerome Opdahl.
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