Patrick (P.J.) Scherven

Patrick (P.J.) Scherven Email and Phone Number

Financial Advisor at EFS Advisors @ EFS Advisors
Patrick (P.J.) Scherven's Location
Mound, Minnesota, United States, United States
Patrick (P.J.) Scherven's Contact Details

Patrick (P.J.) Scherven personal email

About Patrick (P.J.) Scherven

As a financial advisor with EFS Advisors, I specialize in working with individuals, educators, and small businesses, helping them through different financial and retirement planning stages. My goal is to understand what is important to my clients and their risk tolerance, so we can put plans in place to accomplish their goals. My first responsibility is to educate, advocate, and guide my clients through life’s many financial decisions. My philosophy is asset growth and protection through product selection and diversification. Ultimately, I strive to help clients optimize their wealth, achieve their goals, and protect their dreams.I hold Series 7 63 and 65 registrations and my Life, Accident, and Health Insurance licenses.My areas of specialization include:PRIVATE CLIENT-Income distribution strategies for retirees-Comprehensive financial planning-Portfolio analysis & investment management-Fee only financial plans-Retirement planning-IRA & 401k distribution options-Individual 401(k) and cash balance plans-Stock option strategies-Risk management & alternative investmentsEDUCATORS-403b planning & investments-Defined benefit plans (pensions)-Income replacement plansIf you're looking to take charge of the many financial decisions you will make throughout your life, contact me at 612-490-4024 or pjs@efsadvisors.com.

Patrick (P.J.) Scherven's Current Company Details
EFS Advisors

Efs Advisors

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Financial Advisor at EFS Advisors
Patrick (P.J.) Scherven Work Experience Details
  • Efs Advisors
    Financial Advisor
    Efs Advisors Mar 2002 - Present
    Our mission at EFS Advisors is to be the financial authority and resource for working professionals. We help build, maintain, and protect assets over an entire lifetime. Our main objective is to help our clients focus on their financial goals and remain financially independent, creating freedom in their lives.Notices: ecurities offered through Advanced Advisor Group, Member FINRA & SIPC. Investment Advisory Services offered through EFS Advisors LLC, 1995 East Rum River Drive South, Cambridge MN 55008, (877) 403-2374. Advanced Advisor Group and EFS Advisors LLC are affiliates under common control D/B/A EFS Advisors (“EFS”). Education Minnesota-ESI (“EME”) is not a current client of EFS and is compensated by EFS based on the number of EME members, regardless if the EME members are clients of EFS, for various EME services, including exclusive marketing and referrals. This creates an incentive for EME to refer clients to EFS. For more details, please refer to Item 14 of the most recently filed Form ADV Part 2A Brochures.Please note that clicking “like” on any posts should not be construed as an endorsement or testimonial or any kind of the firm, its representatives, or the products and services they provide.I am authorized to conduct business in states where registered or where an exception to or exemption from registration exists.

Patrick (P.J.) Scherven Skills

Financial Advisory Securities Fixed Annuities Finance Financial Services Series 63 Retirement Planning Wealth Management Finra Mutual Funds Retirement New Business Development Strategic Financial Planning Sales Small Business Leadership Customer Service

Patrick (P.J.) Scherven Education Details

Frequently Asked Questions about Patrick (P.J.) Scherven

What company does Patrick (P.J.) Scherven work for?

Patrick (P.J.) Scherven works for Efs Advisors

What is Patrick (P.J.) Scherven's role at the current company?

Patrick (P.J.) Scherven's current role is Financial Advisor at EFS Advisors.

What is Patrick (P.J.) Scherven's email address?

Patrick (P.J.) Scherven's email address is pa****@****ail.com

What schools did Patrick (P.J.) Scherven attend?

Patrick (P.J.) Scherven attended St. Cloud State University, Mound-Westonka.

What skills is Patrick (P.J.) Scherven known for?

Patrick (P.J.) Scherven has skills like Financial Advisory, Securities, Fixed Annuities, Finance, Financial Services, Series 63, Retirement Planning, Wealth Management, Finra, Mutual Funds, Retirement, New Business Development.

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