Rory Bluhm, CRES, MBA

Financial Advisor

  • Chisago City Minnesota
  • EFS Advisors

Specialties

Asset Protection College Funding Divorce Farmers 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 Tax-Sensitive Investment Strategies Management

Primary Office

Chisago City, MN 55013, USA

About Rory Bluhm

Rory, a native of Lindstrom, Minnesota, graduated from St. Cloud State University with a Bachelor of Science in Finance along with a minor in Business Computer Information Systems. He obtained his MBA in Finance from the University of St. Thomas in 2005.  He spent 11 years in the investment world with various financial institutions before joining EFS Advisors in 2008.

In his role as an EFS Advisors financial advisor, Rory provides advice to individuals and families seeking a comprehensive financial investment strategy, encompassing both short and long term goals. He hopes to provide valuable financial planning services to both new and seasoned members of Education Minnesota.  Using his expert knowledge of TRA, social security, and various investment strategies, he works with his clients to tailor plans according to their individual investment goals.  Although Rory’s niche is with educators, he truly enjoys working with folks from any profession, which allows him to provide the people he works with freedom in their lives by helping them make sound financial decisions.

Rory enjoys spending quality time with his family, various outdoor activities and willing his Minnesota Vikings to victory. Rory currently resides in Lindstrom with his wife, Tammy, daughter Kayla and son, Nathan.

School Districts

EMPLOYER ID
Centennial - ISD 12 12
Chisago Lakes - ISD 2144 2144
Forest Lake Area - ISD 831 831
Hinckley-Finlayson - ISD 2165 2165
Lakes International Language Academy
Pine City - ISD 578 578
Rush City - ISD 139 139

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