Joseph Albrecht (CRD# 7578031) is an Investment Advisor Representative working at Efs Advisors in Windom, MN and has 1 year of experience in the finance industry.
CRD# 2240788
Ameriprise Financial Services, LLC
CRD# 6915913
Edward Jones
CRD# 3050508
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efs Advisors | Cambridge, MN | Dec 2022 - Current | 1 |
| Advanced Advisor Group LLC | Cambridge, MN | Dec 2022 - Current | 1 |
| Efs Advisors | Cambridge, MN | Sep 2021 - Dec 2022 | 1 |
| Dunham's Sports | Brookings, MN | Aug 2017 - Sep 2021 | 4 |
| Thompson Concrete | Volga, SD | May 2019 - Aug 2020 | 1 |
| Kazemba Farms | Pound Lake, MN | May 2012 - Aug 2018 | 6 |
| Center Sports | Worthington, MN | Jan 2015 - Mar 2016 | 1 |
| Immanuel Lutheran Hs | Eau Claire, WI | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- IA
- MN
- SD
-
Total Assets Under Management2,039MILLIONS
-
Total Number of Accounts29,019ACCOUNTS
-
Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.