Gregory John Burkhart
Investment adviser representative at Efs Advisors
25 yearsExperience
7 statesRegistered in
$2.4BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Efs AdvisorsJan 2023 to now
- Advanced Advisor Group, LLCJan 2023 to now
- AgiaDec 2022 to Dec 2022
- Valic Financial AdvisorsMar 2001 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 7 states (AK, FL, IA, MN, ND, TX, WI).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4371371
- Firm CRD
- 115211