Vice President · EFS Advisors
Lynn M. Schutte
CRD 7867308 · Named on Form ADV at one SEC-registered adviser
At a glance
EFS Advisors, an SEC-registered wealth manager based in Cambridge, MN with $2.4 billion in regulatory assets, lists Lynn M. Schutte on its Form ADV as Vice President, a control person.
Firms and roles
- EFS AdvisorsVice PresidentWealth manager · Cambridge, MN · $2.4B in regulatory assets
AtlasMembers
Lynn’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kent D. SchuttePresident, EFS Advisors
- Dorothy S. FullerCOO, EFS Advisors
- Ellie J. KillianCCO, EFS Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.