Aleasha Shanna Jean Browen
Advisor at EFS Advisors — Cambridge, MN
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.
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
Series 66
Experience Industry experience
8 years
Location
Cambridge, MN 55008
EFS Advisors
Multi-team
Aleasha Browen is a financial advisor at EFS Advisors with eight years of industry experience. She holds the Series 66 designation and has previously worked at Thrivent Financial and Wintergreens. Browen is also an owner of Olive Tree Financial LLC, a pass-through entity established for tax purposes to facilitate compensation related to her advisory services. 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 to recommend model portfolios and integrates technology tools, including proprietary household-aggregation software and AI, to support investment decisions.
Based on EFS Advisors
Administrative fee of $14 per year ($3.50 per quarter) for EFS Advisors Choice clients with balances under $25,000; Loan initiation fee of $100 and quarterly loan administration fee of $15 per loan
$0.00 - $210,000: 1.04% annually (0.26% quarterly) $210,001 - $500,000: 0.96% annually (0.24% quarterly) $500,001 - $1,000,000: 0.88% annually (0.22% quarterly) $1,000,001 - $3,000,000: 0.80% annually (0.20% quarterly) $3,000,001 - $5,000,000: 0.72% annually (0.18% quarterly) $5,000,001 - $10,000,000: 0.68% annually (0.17% quarterly) $10,000,001+: 0.60% annually (0.15% quarterly)
Commissions from securities and insurance products sold through affiliated Broker/Dealer and insurance agency
Up to $350/hour for non-asset management consulting services (negotiable)
Fee-only: Non-asset management consulting services up to $350/hour (negotiable)
Cambridge, MN
1995 East Rum River Drive S
Cambridge MN 55008
Advisors at this office
42
Minnesota · North Dakota · Wisconsin
8 years of industry experience
Advanced Advisor Group LLC
2019 - Present • 7 years
Cambridge, MN
EFS Advisors
2019 - Present • 7 years
Cambridge, MN
Thrivent Financial
2018 - 2019 • 1 year
Appleton, WI
Thrivent Investment Management Inc
2018 - 2019 • 1 year
Cambridge, MN
Thrivent Financial
2018 - 2018 • 1 year
Appleton, WI
Wintergreens
2013 - 2018 • 5 years
Isanti, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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.
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