Brian T. Limborg
EFS ADVISORS
Cambridge, MN 55008
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CRD#: 5705730
Professional summary
Brian Thomas Limborg, CFP® is a registered financial advisor currently at EFS ADVISORS located in Cambridge, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Stillwater, Minnesota.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Brian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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.
1) President of the Sigma Nu Holding Association 5/1/19; role deals with managing real property for the benefit of a local fraternity chapter, oversees budget, licensing, and provide guidance to active members. Not investment related and spends a half hour per month, none during trading hours. 2) Little Whitefish Cafe LLC, noninv, Stillwater MN, Cafe, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of Cafe with spouse operates the business. 3) You Betcha Group LLC, noninv, Stillwater MN, Land holding, Owner, 07/15/2022, 0 inv 1 noninv hrs/mo, owner of business which is a land holding company. 4) Boat Launch LLC, noninv, Stillwater MN, Boat Slip rental, Owner, 07/15/2022, 0 inv/noninv hrs/mo, owner of boat launch which is located at Little Whitefish Report that spouse operates. 5) Little Whitefish Resort LLC, noninv, Stillwanter MN, resort, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of family resort and spouse operates. 6) Little Whitefish Lake Association, noninv, Garrison MN, Homeowners Lake Association, Vice President, 07/06/2024, 0 inv 1 noninv hrs/mo, Vice President duties for Lake Association, No Compensation
CRS (Client Relationship Summary) - RIA
Click below to view Brian Thomas Limborg's 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®
CFP®
Start date: 2013
Experience
Current
June 9, 2010 - Present
EFS ADVISORS
Office #1: 1995 East Rum River Drive S, Cambridge, MN 55008RIA
CRD#: 115211
Cambridge, MN
Current
November 1, 2013 - Present
ADVANCED ADVISOR GROUP, LLC
RIA
BD
CRD#: 140393
Stillwater, MN
Current
September 9, 2009 - Present
ADVANCED ADVISOR GROUP, LLC
RIA
BD
CRD#: 140393
Stillwater, 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
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)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.RR
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
Alabama(1/22/2025)
RR
Arizona(1/21/2025)
IAR
Arizona(2/11/2025)
IAR
Arkansas(1/22/2025)
RR
California(1/21/2025)
IAR
California(1/22/2025)
IAR
Colorado(1/22/2025)
RR
Florida(1/21/2025)
IAR
Florida(3/26/2025)
RR
Georgia(5/14/2024)
IAR
Georgia(5/16/2024)
RR
Minnesota(9/21/2009)
IAR
Minnesota(11/1/2013)
IAR
Missouri(1/22/2025)
IAR
New Mexico(1/22/2025)
IAR
North Carolina(5/13/2024)
RR
Texas(1/21/2025)
IAR
Texas(1/22/2025)
RR
Wisconsin(9/21/2009)
IAR
Wisconsin(4/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EA
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)Upgrade to AdvisorCheck Premium
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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
59
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 29,714 |
| AUM (Assets Under Management) | $ 2,271,853,092 |
Red Flags
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Company Information
EFS ADVISORS
CRD#: 115211Cambridge, MN 55008TRUST BUT VERIFY
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