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Noah Gindorff

Advisor at EFS Advisors

Updated today

Location

Crosby, MN

Credentials

Series 63, Series 65

Industry experience

1 year

About

Noah Gindorff is a financial advisor at EFS Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining EFS Advisors, he worked at Advanced Advisor Group LLC and Northwestern Mutual, and has diverse experience including roles with the Pittsburgh Steelers, Seattle Seahawks, and Stockard Construction. Outside of financial advising, he serves as a radio sideline analyst for NDSU football on weekends. EFS Advisors provides investment advisory and financial consulting services to a broad client base including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system for portfolio recommendations and conducts regular fund performance reviews through an in-house Advisory Committee.

Client services

Based on EFS Advisors

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Based on EFS Advisors

Options & derivatives strategies

Occupation focus

Based on EFS Advisors

Educators, Teachers, and Academics

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Fee options

Fixed

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

Percentage

$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

Commissions from securities and insurance products sold through affiliated Broker/Dealer and insurance agency

Project-based

Up to $350/hour for non-asset management consulting services (negotiable)

Other

Fee-only: Non-asset management consulting services up to $350/hour (negotiable)

Location

Crosby, MN

Most active in

Illinois · Minnesota · North Dakota

Work history

Advanced Advisor Group LLC

2024 - Present (2 years)

EFS Advisors

2024 - Present (2 years)

Stockard Construction

2023 - 2024 (1 year)

Pittsburgh Steelers

2023 - 2023 (1 year)

Seattle Seahawks

2023 - 2023 (1 year)

Northwestern Mutual

2021 - 2023 (2 years)

Trugreen

2018 - 2019 (1 year)

North Dakota State University

2017 - 2023 (6 years)

Crosby-Ironton High School

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Aitkin, MN

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Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Passive / index investing Tax-loss harvesting
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Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
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Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining EFS Advisors, he worked at POOLCORP for 13 years. EFS Advisors provides investment advisory and financial consulting services to individual clients, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm uses a client-centric suitability scoring system to recommend model portfolios and offers continuous supervisory portfolio management with discretionary authority when agreed.

Options & derivatives strategies Educators, Teachers, and Academics
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Wesley H

Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Wesley Hoppe is a financial advisor at Elevation Point Wealth Partners, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. Outside of advisory work, he is an independent insurance agent. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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Michael R

Series 63, Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Michael Ryan is a financial advisor at Elevation Point Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triton Wealth and Cambridge Investment Research Advisors. In addition to his advisory role, he is an independent insurance agent and a principal of Triton Holdings, LLC. Elevation Point Wealth Partners provides investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates as a multi-advisor platform with approximately 20 advisors and over $2 billion in assets under management.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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Jennifer S

Series 66

Aitkin, MN

Elevation Point Wealth Partners, LLC

Jennifer Smith is a financial advisor with Elevation Point Wealth Partners, LLC, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Triton Wealth, Cambridge Investment Research Advisors, and Wells Fargo Advisors. She is also an independent insurance agent for various companies. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm employs tactical, model-based asset allocation across risk-targeted portfolios and operates multiple managed programs, combining direct asset management with co-advisory and solicitor arrangements.

Private / alternative investments Active portfolio management Tax-loss harvesting Founder/Business Owner Retired
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