Charles D. Mylrea

EFS ADVISORS

Stillwater, MN 55082

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CRD#: 5691108

Professional summary

Charles David Mylrea, who also goes by Charlie David Mylrea, is a registered financial advisor currently at EFS ADVISORS located in Stillwater, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Stillwater, Minnesota.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Charles has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie David Mylrea

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.

Cmylrea LLC, INV, Woodbury, MN, 55125, Tax Purposes and Pass-Through Entity, Owner/President, 3/12/2019, Minimal, approximately 1-2 inv hrs/mo for administrative tasks, Cmylrea LLC is established for tax purposes to facilitate compensation for 1099 employee services. It functions as a pass-through entity for business-related activities associated with EFS Advisors. The LLC does not engage in any separate or additional business activities beyond this function. There is no direct compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles David Mylrea'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

May 18, 2018 - Present

EFS ADVISORS

Office #1: 1950 Northwestern Ave #106, Stillwater, MN 55082

RIA

CRD#: 115211

Stillwater, MN

Current

May 18, 2018 - Present

ADVANCED ADVISOR GROUP, LLC

Office #1: 1950 Northwestern Avenue #106, Stillwater, MN 55082

RIA

CRD#: 140393

Stillwater, MN

Past

September 20, 2010 - May 4, 2018

NORTHLAND SECURITIES, INC.

RIA

CRD#: 40258

MINNEAPOLIS, MN

Past

September 14, 2010 - September 14, 2010

NORTHLAND SECURITIES, INC.

RIA

CRD#: 40258

MINNEAPOLIS, MN

Past

February 19, 2010 - May 4, 2018

NORTHLAND SECURITIES, INC.

CRD#: 40258

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.

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

Arizona
(1/30/2025)

California
(8/7/2024)

IAR

California
(8/7/2024)

IAR

Colorado
(1/6/2025)

Florida
(9/18/2024)

IAR

Florida
(11/14/2024)

Iowa
(5/18/2018)

IAR

Iowa
(8/9/2024)

Minnesota
(5/18/2018)

IAR

Minnesota
(5/18/2018)

IAR

New York
(8/7/2024)

Wisconsin
(5/18/2018)

IAR

Wisconsin
(10/10/2023)

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: 8/20/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/2010

General Securities Representative 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.

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Firm Stability Insights

Charles D. Mylrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles David Mylrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED ADVISOR GROUP, LLC

NORTHLAND SECURITIES, INC.

NORTHLAND SECURITIES, INC.

NORTHLAND SECURITIES, INC.

Primary Firm SEC Registration

EFS ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/20/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/18/2010

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

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