Joseph Francis Batkiewicz
Investment Adviser Representative at EFS Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Francis Batkiewicz is an investment adviser representative with EFS Advisors in St. Paul, MN, where they have been registered since 2016. They have worked in the securities industry since 2005 and were previously registered with VOYA Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona, Minnesota, North Carolina, South Carolina, and Wisconsin.
Registrations & licenses
- Investment adviser:
- Arizona, Minnesota, North Carolina, South Carolina, Wisconsin
- Broker:
3 states and territories
Arizona, Minnesota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- EFS AdvisorsSep 2016 – no end date reportedCambridge, MN
- Advanced Advisor Group LLCSep 2016 – no end date reportedCambridge, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About EFS Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Standard: $0 - $210,0001.04%
- Standard: $210,001 - $500,0000.96%
- Standard: $500,001 - $1,000,0000.88%
- Standard: $1,000,001 - $3,000,0000.80%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 54
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Cambridge, MN
- SEC file number:
- 801-62857
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 3, 2026
View full firm profileOther advisors at EFS Advisors
Showing 12 of 54 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Francis Batkiewicz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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