EFS Advisors - Secure Data Form

Advisor

Advisor Email Address

This confidential, personal data allows us to organize and effectively setup your investment account(s). Please complete the following information:

District or Employer *

Approximate Annual Salary

Date of Hire +

First Name *

Last Name *

Phone Number *

Email Address *

Street Address

Address Line 2

City

State

Zip Code

Marital Status

Date of Birth +

Beneficiary Name

Relationship

Beneficiary Date of Birth +

Do you have other investment or retirement accounts (403b, 457, 401k, IRA, Roth, IRA, etc.) that you would like to discuss?

Yes

Completing this form will allow us to quickly set up your investment account(s) electronically so that you do not have to spend any more of your precious time on your investment accounts during this hectic time of year. You will be receiving an email from us with your completed documents requiring an electronic signature to complete this process.

We will be following up with you later in the fall to have a personal one on one sit down to discuss this account and any other financial questions you might have. Personal financial planning is our main goal and will always be the focal point of our practice. Our hope with this process is to be respectful of your time during this exciting time of year.

Please understand that all of your information is strictly confidential. All of the information we request is necessary per SEC and FINRA regulation and is solely used to help expedite the setup of your investment account(s).

Securities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through EFS Advisors LLC, 1995 East Rum River Drive South, Cambridge MN 55008 (877) 403-2374. Advanced Advisor Group and EFS Advisors LLC are affiliates under common control D/B/A EFS Advisors. Information regarding financial brokers, advisers, and firms can be found on BrokerCheck.Finra.org