Joseph Albrecht
Advisor at EFS Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Joseph Albrecht is a financial advisor at Advanced Advisor Group, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at EFS Advisors, Thompson Concrete, Dunham's Sports, and Kazemba Farms. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews of investment decisions through an internal Advisory Committee.
Client services
Based on EFS Advisors
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Fee options
Administrative fee of $14 per year ($3.50 per quarter) for EFS Advisors Choice clients with balances under $25,000; Loan initiation fee of $100 and quarterly loan administration fee of $15 per loan
$0.00 - $210,000: 1.04% annually (0.26% quarterly) $210,001 - $500,000: 0.96% annually (0.24% quarterly) $500,001 - $1,000,000: 0.88% annually (0.22% quarterly) $1,000,001 - $3,000,000: 0.80% annually (0.20% quarterly) $3,000,001 - $5,000,000: 0.72% annually (0.18% quarterly) $5,000,001 - $10,000,000: 0.68% annually (0.17% quarterly) $10,000,001+: 0.60% annually (0.15% quarterly)
Commissions from securities and insurance products sold through affiliated Broker/Dealer and insurance agency
Up to $350/hour for non-asset management consulting services (negotiable)
Fee-only: Non-asset management consulting services up to $350/hour (negotiable)
Location
1995 East Rum River Drive S
Cambridge, MN 55008
Most active in
Joseph A has reported serving >5 clients in these states in the last 12 months.
Colorado · Iowa · Minnesota · South Dakota
Work history
Advanced Advisor Group LLC
2022 - Present (4 years)
EFS Advisors
2022 - Present (4 years)
EFS Advisors
2021 - 2022 (1 year)
Thompson Concrete
2019 - 2020 (1 year)
Dunham's Sports
2017 - 2021 (4 years)
Kazemba Farms
2012 - 2018 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Michael J
Series 63
North Branch, MN
Intune Management Corp.
Jason J
Series 63, Series 65
Princeton, MN
Jason Janes Wealth Management, Inc.
Joshua H
Series 65
Princeton, MN
Jason Janes Wealth Management, Inc.
Lindsey E
Series 63, Series 65
Cambridge, MN
EFS Advisors
Brady H
Series 66
Cambridge, MN
EFS Advisors
Loni M
Series 63, Series 65
Cambridge, MN
EFS Advisors
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