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Anghel Stoian

Advisor at Efficient Market Investments, LLC

Updated today

Firm

Efficient Market Investments, LLC

Location

Apple Valley, MN

Credentials

CFP®, Series 66

Industry experience

8 years

About

Anghel Stoian is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Efficient Market Investments, LLC, an independent advisory firm based in Apple Valley, MN. In addition to his advisory role, Stoian provides tax preparation services through an affiliated accounting practice. Efficient Market Investments serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a range of investment strategies, including the use of derivatives, and integrates tax preparation services as part of its offering.

Client services

Based on Efficient Market Investments, LLC

Financial planning Portfolio management

Expertise

Based on Efficient Market Investments, LLC

Income planning General tax planning Business exit / sale strategy Options & derivatives strategies

Occupation focus

Based on Efficient Market Investments, LLC

Founder/Business Owner Retired

Fee options

Fixed

$4,200 annually for financial consulting services

Project-based

$290 per hour for financial planning services

Other

Account minimum: $100,000

Location

Apple Valley, MN

Most active in

Minnesota

Work history

Intuit Inc.

2020 - 2020 (1 year)

Efficient Market Investments, LLC

2018 - Present (8 years)

Efficient Market Investments, LLC

2011 - Present (15 years)

Efficient Market Investments, LLC

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Aimee H

CFP®, Series 63

Edina, MN

The Hatlestad Group

Debt management Cash flow / budgeting Equity compensation tax strategy
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Bradley H

Series 63, Series 65

Savage, MN

Sword and Shield Solutions LLC

General retirement planning Income planning Tax strategies for small businesses Active portfolio management
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Joseph D

Series 66

Eden Prairie, MN

Trustmerit Capital

Wealth management Passive / index investing
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Kevin B

Series 66

Bloomington, MN

KMB Wealth Management, LLC

Cash flow / budgeting Debt management Retirement withdrawal strategies College savings (529s, UTMA, etc.) Divorce financial planning
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Curtis P

Series 63, Series 65

Bloomington, MN

Fiduciary Wealth

Concentrated stock management Active portfolio management

Laura S

CFP®

Edina, MN

Torchlight Financial

Hello! I’m Laura Seymour, the founder of TorchLight Financial. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoy working with clients transitioning into retirement or already retired. I’ve been working in the financial planning industry since 2007 and founded TorchLight in 2011. I have worked with hundreds of clients over the last 15 years to navigate the path to retirement as well as general financial considerations. It is my goal to use clear language versus “financial terms” to help people understand concepts and considerations related to financial choices. By offering comprehensive advice as well as ongoing investment management, I can truly know you and become a trusted partner in your decisions and journey. I grew up on a dairy farm in rural Minnesota (near Willmar) with loving parents who may not have had a lot of money but really stressed personal responsibility and integrity. I value authentic, genuine relationships with people and am grateful for clients who have trusted me to help them with their financial decisions. Travel and cycling are my non-work passions. Shannon, my life partner, and I traveled to Ireland (he’s 100% Irish!) in March 2023. We have experienced Maui, Puerto Vallarta, and Turks & Caicos. Up next: Europe in the fall (2024) and a Tour de France trip in 2025. Leading a weekly women’s cycling group and logging as many miles on my Bianchi Infinito as possible is one of my favorite summertime activities in Minnesota.

General retirement planning Baby Boomers (Born 1946-1964)
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