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EDUCATOR'S FINANCIAL SERVICES, INC.
EDUCATOR'S FINANCIAL SERVICES, INC.
CAMBRIDGE, Minnesota
·
2 registered advisors
·
CRD# 115211
SEC# 801-62857
24
763-689-9023
01
Firm Overview
AUM
$2.0B
Regulatory assets under management
Employees
59
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EDUCATOR'S FINANCIAL SERVICES, INC.
2 registered advisors
Lynn M Schutte
CAMBRIDGE, Minnesota
CRD# 7867308
Neil Gregory Lance
CAMBRIDGE, Minnesota
CRD# 2768092
05
Office Locations
CAMBRIDGE, Minnesota
2 advisors
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Data sourced from SEC Form ADV filings. EDUCATOR'S FINANCIAL SERVICES, INC. (CRD# 115211) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.