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Our Team

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Brian Limborg, CFP®, CDFA®
Financial Advisor

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Jana Fleming
Operations Specialist

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Christy Tollefson
Client Service Specialist

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All team members grew up in or live in the Stillwater / St Croix area.

Embark on Your Financial Journey
with Confidence


Unsure of your financial destination? Let Brian Limborg be your guide. He's dedicated to understanding your unique goals, even if they're still taking shape. Start with a no-obligation chat with Brian to explore your options - it's your first step towards a tailored financial plan. Brian is here not just to advise but to empower your journey. Your financial future is more than a plan; it's a journey that Brian is honored to share with you.

© 2024 by The Limborg Group

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Securities 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. 

 

For important information about EFS Advisors, including disclosures such as the Form CRS, Conflicts of Interest Inventory, Form ADV Parts 1 and 2A, Business Continuity Plan, and our Privacy Promise, please visit EFSAdvisors.com. All documents are available on the EFS Advisors homepage.
 

AAG and EFS are affiliates under common control D/B/A EFS Advisors and are not affiliated with and are independent of Education Minnesota/ESI, Certified Financial Planning (CFP) Board, Dave Ramsey, Financial Planning Association, Institute for Divorce Financial Analysts, Charles Schwab, Fidelity, Minnesota State Retirement System, Fidelity Investments, and Morningstar.
 

AAG, EFS, and its representatives are authorized to conduct business and communicate with prospective clients in states where registered or where an exception to or exemption from registration exists.
 

All content included on this site, such as text, graphics, logos, icons, images, audio/video clips, charts, research, is the property of The Limborg Group and protected by United States and international copyright laws.

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