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Timothy A. Struck

Some features on this profile are disabled
CRD#: 2274255
TS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Arthur Struck, who also goes by Timothy A Struck, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1993. Timothy had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Timothy A Struck

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 14, 2025 - December 15, 2025

EFFICIENT ADVISORS

RIA
CRD#: 150144
Colorado Springs, CO
Past

December 24, 2019 - February 23, 2024

ENVOY ADVISORY INC.

RIA
CRD#: 306559
COLORADO SPRINGS, CO
Past

August 12, 2015 - December 26, 2019

PRIOR ENVOY ADVISORY, INC.

RIA
CRD#: 157461
COLORADO SPRINGS, CO
Past

August 12, 2015 - June 29, 2017

ENVOY SECURITIES, LLC

BD
CRD#: 132719
COLORADO SPRINGS, CO
Past

November 14, 2014 - June 10, 2016

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA
CRD#: 107498
ALBERT LEA, MN
Past

September 30, 2013 - July 24, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
ALBERT LEA, MN
Past

April 2, 1998 - October 4, 2013

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ALBERT LEA, MN
Past

January 22, 1993 - April 8, 1998

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

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".
EA
EFFICIENT ADVISORS
ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/21/1992
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EFFICIENT ADVISORS
ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
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Contact information

Main Address
Mason, OH
Mailing Address
9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008
Phone number
(267) 613-6250
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EFFICIENT ADVISORS BROCHURE (12/19/2025)

Regulatory assets under management

Total Number of Accounts17,312
AUM (Assets Under Management)$ 2,768,397,462

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2025
Cover Page
Report
11/25/2024
Cover Page
Report
11/07/2023
Cover Page
Report
01/06/2023
Cover Page
Report

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.

Company Information

EFFICIENT ADVISORS

CRD#: 150144

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