Brandon
Wendland

Efs Advisors

CRD#7240581
Investment Advisor
in Fargo, ND

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About this Advisor

Brandon Wendland is a financial advisor based in Fargo, North Dakota, working with Efs Advisors. Brandon has previously held positions at Lmg Drainage, Delta Global Services, North Dakota State University, Rorich Custom Concrete, Ndsu Plant Pathology, Ndsu Entomology, North Dakota National Guard, Advanced Advisor Group LLC, and Efs Advisors. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and North Dakota. Currently, Brandon is part of Efs Advisors, which operates out of Fargo, North Dakota. The firm has 24 offices and 59 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Efs Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3523 45Th Street South Suite 100
Fargo, ND 58104

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Efs Advisors Brokerage Details

Total Assets Under Management

$2,039,082,605

ND Average: $5,289,111,388
Total Number of Employees

59

ND Average: 157
Total Number of Accounts

29,019

ND Average: 8,262
Average Account Size

$70,267

ND Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brandon Wendland Work History

2020 - Present (5 years)

Advanced Advisor Group LLC

2020 - Present (5 years)

Efs Advisors

2015 - Present (10 years)

North Dakota National Guard

2019 - 2019 (< 1 year)

Lmg Drainage

2018 - 2018 (< 1 year)

Delta Global Services

2017 - 2018 (1 year)

North Dakota State University

2016 - 2017 (1 year)

Rorich Custom Concrete

2015 - 2016 (1 year)

North Dakota State University

2015 - 2015 (< 1 year)

Ndsu Plant Pathology

2014 - 2015 (1 year)

North Dakota State University

2014 - 2014 (< 1 year)

Ndsu Entomology

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brandon Wendland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Efs Advisors

Michael Erickson
Eden Prairie, MN
Samuel Mazuk
Mount Vernon, IA
Mathew Kempenich
Cambridge, MN
George Leistikow
Cambridge, MN
Ellie Killian
Cambridge, MN
Lindsey Egan
Eugene, OR
Brandon Wendland
Fargo, ND
Dylan Pechovnik
Cambridge, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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