Lindsey Egan
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.
Firm
EFS Advisors
Location
Cambridge, MN 55008
Credentials
Series 63, Series 65
Industry experience
11 years
About
Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including First Republic Securities Company and Cambridge Investment Research. Egan is also the sole owner of Women Who Explore, a community offering outdoor adventures and group travel for women. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, and charitable organizations. The firm employs a client-centric suitability scoring system to recommend portfolios and offers continuous supervisory management with quarterly performance reviews conducted by an in-house 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
Lindsey E has reported serving >5 clients in these states in the last 12 months.
Oregon
Work history
EFS Advisors
2019 - Present (7 years)
Women Who Explore
2017 - Present (9 years)
First Republic Securities Company, LLc
2016 - 2019 (3 years)
First Republic Investment Management, Inc.
2016 - 2019 (3 years)
Cambridge Investment Research, Inc.
2016 - 2016 (1 year)
Finity Group, LLC
2015 - 2016 (1 year)
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.
Brady H
Series 66
Cambridge, MN
EFS Advisors
Loni M
Series 63, Series 65
Cambridge, MN
EFS Advisors
Rory B
Series 63, Series 66
Cambridge, MN
EFS Advisors
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