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.
Credentials
CFP®, Series 66
Experience Industry experience
14 years
Location
North Branch, MN 55056-6116
Edward Jones
Institution
Adam Cabrera is a CFP® with 13 years of industry experience and has been with Edward Jones since 2012. He is based in North Branch, MN, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
North Branch, MN
38830 Forest Blvd Ste A
North Branch MN 55056-6116
Advisors at this office
2
Minnesota · Texas
14 years of industry experience
Edward Jones
2012 - Present • 14 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 63
Lindstrom, MN
Ascent Advisors
Thomas Koehn is a financial advisor with Ascent Advisors who holds Series 65 and Series 63 licenses and has 16 years of industry experience. His prior work includes roles at American Senior Benefits, Corestone Wealth Management LLC, and Allianz Life Insurance Company of North America. He is also involved in insurance sales through American Senior Benefits. Ascent Advisors is a team-based firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management, financial planning, pension consulting, and Delaware Statutory Trust consulting. The firm integrates modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring.
Series 63, Series 65
Cambridge, MN
EFS Advisors
Lindsey Egan is a financial advisor at EFS Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Republic Securities and First Republic Investment Management from 2016 to 2019. Outside of her financial advisory role, Lindsey is the owner of Women Who Explore, a community offering outdoor adventures and small group travel experiences for women. EFS Advisors provides investment advice and portfolio management to a broad client base, including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process combined with technology tools to recommend model portfolios and supports clients through discretionary and non-discretionary account management.
Series 66
Cambridge, MN
EFS Advisors
Brady Husbyn is a financial advisor at Advanced Advisor Group, LLC in Cambridge, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Advanced Advisor Group and EFS Advisors since 2016. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, business entities, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to align portfolios with clients’ financial situations and conducts regular reviews through an internal Advisory Committee.
Series 65, Series 63
Cambridge, MN
EFS Advisors
Loni Morrow is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining EFS Advisors, she worked at Aviben and Knobbe Martens, where she spent eight years. Outside of her advisory role, Morrow is an attorney and owns a legal practice, and she is involved in agritourism through a membership with Rhymers Ridge. EFS Advisors provides investment advice and portfolio management services to individuals, businesses, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process, supports advisors with proprietary technology and AI tools, and manages approximately $2.4 billion across discretionary and non-discretionary accounts.
Series 63, Series 66
Cambridge, MN
EFS Advisors
Rory Bluhm is a financial advisor with Advanced Advisor Group, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Ditech Financial, LLC and Educators Financial Services, where he has been since 2007. Outside of his advisory role, he is involved as president of a real estate investment company, B&E Real Estate, LLC. Advanced Advisor Group provides discretionary portfolio management and financial consulting to individuals, businesses, charitable organizations, estates, and trusts. The firm employs a client-centric suitability process to recommend model portfolios and conducts regular reviews through an internal Advisory Committee.
Series 65, Series 63
Cambridge, MN
EFS Advisors
Alex Rootes is a financial advisor with EFS Advisors in Cambridge, MN, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining EFS Advisors, Rootes worked in education roles at several elementary schools and academies. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and leverages technology, including proprietary household-aggregation software and AI tools, to support its recommendations and portfolio management.
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