Joe Batkiewicz, CRES

Financial Advisor

  • Saint Paul Minnesota
  • EFS Advisors

Specialties

Asset Protection College Funding Divorce Financial Advisor Financial Education High Net Worth Investing Income Planning Investment Management Investors with Pensions Life Insurance Specialist Long Term Care Retirement Planning Small Business Retirement Plans

Primary Office

41 Sherburne Ave, St Paul, MN 55103, USA

About Joe Batkiewicz

Joe was born and raised in Northeast Minneapolis and currently lives in the Saint Paul. He earned his Bachelor of Science degree in engineering from the University of Minnesota and was a Process Engineer for 10 years at a Minnesota paper mill.

Joe brings 11 years of industry experience and provides comprehensive financial services to individuals and businesses. An educational approach is the key to his successful client / advisor partnerships. Joe holds his FINRA Series 7 and Series 66 registrations, is registered as an Investment Advisor Representative and holds licenses for life and health insurance in multiple states.

In his free time, he enjoys spending time with his sons, engaging in his community and finding adventure in all that Minnesota has to offer, be it in the city or the wilderness.

School Districts

EMPLOYER ID
Columbia Heights - ISD 13 13
Edina - ISD 273 273
Saint Paul - ISD 625 625

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