Ryan M. Quade

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CRD#: 4133482

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.

Ryan Mark Quade was a registered financial professional .

Ryan is a previously registered financial professional and started their career in finance in 2000. Ryan had worked at 7 firms and has passed the Series 66, Series 63, Series 79TO, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

1) Rental Properties, 2323 2nd St NE LLC, 2703 Aldrich Ave S LLC, 1222 6th St NE LLC, 5302 Baker Rd LLC, Walley Enterprises LLC, NON INV, Chahassen MN, Multi Family Rental Properties, Owner, Landlord, 2002, hours vary approx 0-6 non inv hrs/mo, 0-1 inv/hrs mo, manages rental properties 2) Coldwell Banker, INV, Wayzata MN 55391, Real Estate Company, Real Estate Agent, Commissions Agent, 01/2025, hours vary approx 10-40 non inv hrs/mo, 4-5 inv hrs/mo, commissions based realtor

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

February 5, 2025 - April 16, 2025

EFS ADVISORS

RIA

CRD#: 115211

Minnetonka, MN

Past

February 5, 2025 - April 16, 2025

ADVANCED ADVISOR GROUP, LLC

CRD#: 140393

Minnetonka, MN

Past

November 1, 2023 - May 24, 2024

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

CRD#: 42941

GOLDEN VALLEY, MN

Past

June 6, 2016 - May 22, 2018

COLLIERS SECURITIES LLC

CRD#: 7477

MINNEAPOLIS, MN

Past

September 30, 2002 - June 7, 2016

FELTL & COMPANY

CRD#: 6905

PLYMOUTH, MN

Past

January 1, 2001 - October 1, 2002

MILLER JOHNSON STEICHEN KINNARD, INC.

CRD#: 694

MINNEAPOLIS, MN

Past

July 24, 2000 - January 1, 2001

JOHN G. KINNARD AND COMPANY, INCORPORATED

CRD#: 466

MINNEAPOLIS, 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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/2/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/8/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 3/11/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7TO

Date: 10/31/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/22/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2000

General Securities Representative Examination

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.

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Advisor Monitoring

Firm Stability Insights

Ryan M. Quade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ADVANCED ADVISOR GROUP, LLC

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

COLLIERS SECURITIES LLC

FELTL & COMPANY

MILLER JOHNSON STEICHEN KINNARD, INC.

JOHN G. KINNARD AND COMPANY, INCORPORATED

Primary Firm SEC Registration

EFS ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2024

Series 63

Date: 11/8/2023

Series 79TO

Date: 3/11/2024

Series 7TO

Date: 10/31/2023

SIE

Date: 5/22/2018

Series 7

Date: 7/8/2000

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

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