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Alexandra Michelle Stanton

Advisor at Cambridge Investment Research Advisors — Eden Prairie, MN W. 78th St.

Updated today

Credentials

Series 66

Experience

9 years

Location

Eden Prairie, MN 55344

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Alexandra Stanton is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at United Planners Financial Services and ProEquities Inc. Outside of her advisory role, she is involved in independent insurance agencies and owns a real estate business. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides diverse investment implementation options through various platforms and proprietary as well as third-party model strategies.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Eden Prairie, MN W. 78th St.

9531 W. 78th St., Suite 140

Eden Prairie MN 55344

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

9 years of industry experience

Cambridge Investment Research Advisors

2024 - Present • 2 years

Fairfield, IA

Cambridge Investment Research Inc.

2024 - Present • 2 years

Fairfield, IA

United Planners Financial Services

2020 - 2024 • 4 years

Scottsdale, AZ

Ponce Stanton Properties LLC

2019 - Present • 7 years

Eden Prairie, MN

Stanton LLC

2019 - Present • 7 years

Eden Prairie, MN

Proequities Inc

2017 - 2020 • 3 years

Eden Prairie, MN

Lakes Central Insurance Brokers

2017 - Present • 9 years

Eden Prairie, MN

ProEquities, Inc.

2017 - 2020 • 3 years

Eden Prairie, MN

Dba Full Circle Financial

2016 - 2024 • 8 years

Eden Prairie, MN

Ramsey and Associates

2015 - 2019 • 4 years

Excelsior, MN

State farm insurance

2015 - 2016 • 1 year

Chankassen, MN

Computer Fixx

2015 - 2019 • 4 years

Eden Prairie, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lauri S

CFP®, Series 63, Series 66

Mendota Heights, MN

Castle Rock Financial Planning, Inc.

Lauri Salverda is a CFP® with 11 years of industry experience and is the sole advisor at Castle Rock Financial Planning, Inc. She has been associated with Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management services to individuals, high-net-worth clients, trusts, and estates, offering a range of planning services and portfolio management under a fee-only fiduciary model. The firm uses multiple investment analysis methods and third-party research while maintaining policies such as not selling commissioned products or accepting referral fees.

General retirement planning Cash flow / budgeting

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations. The firm emphasizes long-term, balanced portfolios across multiple asset classes and typically operates with discretionary authority while tailoring recommendations to each client’s financial situation.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a CFP®, CFA®, and Series 66 certificant with 18 years of experience in the financial industry. He has worked at Allodium Investment Consultants, LLC since 2015 and previously spent eight years with UBS Financial Services. Allodium Investment Consultants serves individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary investment management, financial planning, and fiduciary consulting, generally favoring low-cost, tax-advantaged, passively oriented investments customized to clients’ goals and risk tolerances.

General retirement planning Concentrated stock management
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