Todd J. Opdahl

EFS ADVISORS

Chisago City, MN

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CRD#: 1914399

Professional summary

Todd Jerome Opdahl is a registered financial advisor currently at EFS ADVISORS located in Chisago City, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Chisago City, Minnesota.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Todd has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Jerome Opdahl's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 4, 2008 - Present

EFS ADVISORS

RIA

CRD#: 115211

Chisago City, MN

Current

November 5, 2013 - Present

ADVANCED ADVISOR GROUP, LLC

RIA

CRD#: 140393

Chisago City, MN

Current

October 5, 2006 - Present

ADVANCED ADVISOR GROUP, LLC

RIA

CRD#: 140393

Chisago City, MN

Past

February 15, 2005 - October 9, 2006

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

June 25, 2001 - February 15, 2005

PMG SECURITIES CORPORATION

CRD#: 27107

ELGIN, IL

Past

February 26, 2001 - June 21, 2001

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

APPLETON, WI

Past

September 5, 1996 - April 30, 1999

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

February 28, 1994 - September 11, 1996

JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466

MINNEAPOLIS, MN

Past

May 1, 1991 - February 18, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

June 13, 1990 - May 6, 1991

KOBER FINANCIAL CORP.

CRD#: 17551

ENGLEWOOD, CO

Past

March 22, 1990 - June 27, 1990

HORIZONS INTERNATIONAL CORPORATION

CRD#: 20530

Past

January 24, 1989 - March 27, 1990

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EFS ADVISORS

EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS

CRD#: 115211 / SEC#: 801-62857

RIA

Registered Investment Advisory firm - (3/11/2004 Approved)

Iowa

Registered Investment Advisory firm - (6/29/2004 Terminated)

North Dakota

Registered Investment Advisory firm - (7/26/2004 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(6/11/2025)

Colorado
(7/29/2015)

IAR

Colorado
(3/13/2025)

IAR

Iowa
(6/12/2025)

Minnesota
(10/9/2006)

IAR

Minnesota
(11/4/2013)

Wisconsin
(2/5/2007)

IAR

Wisconsin
(6/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/6/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/26/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/9/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EFS ADVISORS

EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS

CRD#: 115211 / SEC#: 801-62857

RIA

Registered Investment Advisory firm - (3/11/2004 Approved)

Iowa

Registered Investment Advisory firm - (6/29/2004 Terminated)

North Dakota

Registered Investment Advisory firm - (7/26/2004 Terminated)

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Contact information

Main Address

1995 East Rum River Drive S, Cambridge, MN 55008

Mailing Address

Phone number

(763) 689-9023

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EFS ADV PART 2 BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	29,714
AUM (Assets Under Management)	$ 2,271,853,092

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Todd J. Opdahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Jerome Opdahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED ADVISOR GROUP, LLC

ADVANCED ADVISOR GROUP, LLC

MM ASCEND LIFE INVESTOR SERVICES, LLC

PMG SECURITIES CORPORATION

INVESTMENT CENTERS OF AMERICA, INC.

ROBERT W. BAIRD & CO. INCORPORATED

JOHN G. KINNARD AND COMPANY, INCORPORATED

UBS FINANCIAL SERVICES INC.

KOBER FINANCIAL CORP.

HORIZONS INTERNATIONAL CORPORATION

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

EFS ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2008

Series 63

Date: 1/26/1989

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1989

Series 24

Date: 11/9/1989

FINRA

Current Firm

EFS ADVISORS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EFS ADVISORS

TRUST BUT VERIFY

Contact information

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