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
12 years
Location
Harris, MN
OSAIC
Institution
Gregory Zuspann is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 license and previously worked at Thrivent Financial and Woodbury Financial Services. Outside of his advisory work, he serves as a volunteer firefighter for the City of Prior Lake Fire Department. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct managed portfolios tailored to client risk tolerance and investment preferences.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Harris, MN
Harris MN
Advisors at this office
1
Minnesota
12 years of industry experience
OSAIC
2024 - Present • 2 years
Prior Lake, MN
Woodbury Financial Services INC
2023 - 2024 • 1 year
Prior Lake, MN
THRIVENT Financial
2015 - 2023 • 8 years
Appleton, WI
Thrivent Investment Management inc
2014 - 2023 • 9 years
Prior Lake, 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.
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.
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.
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.
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 63, Series 65
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, Morrow worked at Aviben and Knobbe Martens. Outside of financial advising, Morrow is an attorney and owner of a legal practice, and is involved in agritourism through Rhymers Ridge. EFS Advisors provides investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process, uses proprietary technology and AI tools, and offers non-asset management financial consulting and referrals to third-party service providers.
Series 63, Series 65
Cambridge, MN
EFS Advisors
Derek Nyvold is a financial advisor at EFS Advisors in Cambridge, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and spent 13 years at POOLCORP. EFS Advisors provides investment advice and portfolio management to a diverse client base including individuals, business entities, charitable organizations, and qualified retirement plans. The firm employs a client-centric suitability scoring process and integrates technology such as proprietary household-aggregation software and AI tools to support its advisory services.
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 at EFS Advisors in Cambridge, Minnesota, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at EFS Advisors and Advanced Advisor Group LLC since 2021. Prior to his financial advisory career, Rootes held various educational roles including teaching positions at several elementary schools and academies. EFS Advisors provides investment advice and portfolio management services to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring process and uses proprietary technology and AI tools to support its advisors in managing approximately $2.4 billion in assets.
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