DP
Dylan A. Pechovnik
EFS ADVISORS
Coon Rapids, MN 55433
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CRD#: 7666725
DP
Professional summary
Dylan Alex Pechovnik is a registered financial advisor currently at EFS ADVISORS located in Coon Rapids, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Chisholm, Minnesota.
Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Dylan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
I work full time for Hibbing Taconite Company, owned by Cleveland Cliffs, Inc. I work in operations, approx. 40 hours per week, start date was 9/17/2018. Hibbing Taconite mines iron ore. I work in the agglomerator and operate the furnace
CRS (Client Relationship Summary) - RIA
Click below to view Dylan Alex Pechovnik'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®
NoneExperience
Current
July 21, 2023 - Present
EFS ADVISORS
Office #1: 11599 Robinson Dr Nw, Coon Rapids, MN 55433Office #2: 101 West Lake St, Chicholm, MN 55719Office #3: 639 E Central Entrance, Duluth, MN 55811RIA
CRD#: 115211
Coon Rapids, MN
Current
August 25, 2023 - Present
ADVANCED ADVISOR GROUP, LLC
Office #1: 101 W Lake St, Chisholm, MN 55746Office #2: 639 E Central Entrance, Duluth, MN 55811Office #3: 11599 Robinson Dr., Nw, Coon Rapids, MN 55433RIA
BD
CRD#: 140393
Chisholm, 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
Illinois(4/22/2025)
IAR
Minnesota(7/21/2023)
RR
Minnesota(8/25/2023)
RR
North Carolina(2/24/2025)
IAR
Texas(3/26/2024)
RR
Texas(2/24/2025)
IAR
Virginia(2/24/2025)
IAR
Wisconsin(9/25/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/4/2023
General Securities Representative ExaminationGeneral 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#: 115211Coon Rapids, MN 55433TRUST BUT VERIFY
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