EFS Advisors Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

EFS Advisors is a mid-sized financial services firm based in Cambridge, Minnesota. It focuses on helping clients map a path to financial success by creating personalized plans aligned with each person's goals, values, and priorities. Advisors take a holistic view of a client's finances and periodically review the plan to adjust as life changes occur.

The firm has a history of working with non-profit organizations and is positioned as a resource for retirement and pension planning, assisting clients in understanding plans and contracts as they approach retirement. By tailoring guidance to each distinctive situation, the firm supports clients in navigating their financial futures.

Find EFS Advisors employees' phone numbers or email addresses

EFS Advisors Global Highlights

Location
Employees

North America
129

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  • United States Of America
    129

Asia
1

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  • Pakistan
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

EFS Advisors's Leadership

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    D. F.
    Chief Operating Officer
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    J. B.
    Vice President Of Technology
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    K. S.
    President | Ceo | Financial Advisor
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    J. C.
    President And Chief Executive Officer
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    T. K. S.
    President | Financial Advisor
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    P. K.
    Registered Representative And Owner
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    P. M. R.
    Director Of Business Development
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    N. L.
    Financial Controller
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EFS Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Business Development
  • Finance
  • Other

Contact profiles from EFS Advisors

Name
Title
Contact Info
Location
Last Update
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    R. P.
    Director Of Operations
    Phone icon
    United States
    Mar 23, 2026
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    T. W.
    Office Manager/Executive Assistant
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    United StatesMinnesota
    Mar 24, 2026
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    K. R.
    Digital Operations Manager
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    United States
    Nov 22, 2024
  • Stylized image of a person
    S. K.
    Senior Operations Manager Life Inforce
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    UNITED STATES
    Mar 07, 2023
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    S. C.
    Branch Controls Manager
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    UNITED STATES
    Mar 07, 2023
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    J. J.
    Senior Financial Advisor
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    United StatesOklahoma
    Jun 18, 2026
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    T. P.
    General Counsel
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    United StatesMinnesota
    Jun 18, 2026
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    L. M.
    General Counsel
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    United StatesMinnesota
    Jan 12, 2026
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    T. F.
    Financial Advisor
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    United StatesKansas
    Jun 18, 2026
  • Stylized image of a person
    A. H.
    Financial Advisor
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    Jun 18, 2026

Frequently Asked Questions

What is EFS Advisors known for?

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EFS Advisors operates in the Financial Services industry. The company's main headquarters is located in 1995 East Rum River Drive South Cambridge, Minnesota 55008 United States; you can contact the main corporate office by phone at . Explore EFS Advisors's company overview page for more information.

What is EFS Advisors's most common email format?

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EFS Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EFS Advisors email formats with LeadIQ.

How many employees does EFS Advisors have currently?

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EFS Advisors has approximately 76 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are EFS Advisors's key employees and leadership?

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As of June 2026, EFS Advisors's key employees include:

  • Chief Operating Officer: D. F.
  • Vice President Of Technology: J. B.
  • President | Ceo | Financial Advisor: K. S.
  • President And Chief Executive Officer: J. C.
  • President | Financial Advisor: T. K. S.

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