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Josh + Decker - Financial Advisor in Burnsville, MN

Paladin Research Report For:

Josh Decker

EFS Advisors

CFP®
1995 E Rum River Drive S.
Burnsville, MN 55306
612-940-3587
Visit Website
https://www.efsadvisors.com

About Josh Decker

EFS Advisors® was founded on a belief that there is a better way to help families navigate the complex financial options they face in order to put them on a path toward their goals. We are dedicated to providing financial education, a clear plan, and a disciplined approach to help you improve your financial wellbeing.

We are a family business that has grown into a full-service wealth management firm. With EFS Advisors, you have all the resources of a big company with the personal service of a small-town firm. We know our clients by name and care about them like family.

See Disclosures

General Information

Firm Start Year
CRD#
  • 4189147
Firm CRD#
  • 140393
Name of Broker/Dealer
  • Advanced Advisor Group
Years of Experience in Financial Services
  • 23
Advisory Services Provided
  • Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses

Compliance

Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 63, Series 66, Series 7

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $250,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1891495/paladinregistry-efs-advisors-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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