Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
3 years
Location
Luverne, MN 56156
Cambridge Investment Research Advisors
Institution
Amy Sandbulte is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with Continental Western Group. Outside of her advisory role, she is involved in agriculture and communication services through private business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
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
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Luverne, MN S Spring
117 S Spring, Ste. B
Luverne MN 56156
Advisors at this office
2
Minnesota
3 years of industry experience
Cambridge Investment Research Advisors
2023 - Present • 3 years
Fairfield, IA
Cambridge Investment Research, Inc.
2022 - Present • 4 years
Fairfield, IA
Cambridge Investment Research, Inc.
2019 - Present • 7 years
Fairfield, IA
Continental Western Group
2013 - 2019 • 6 years
Luverne, MN
Sorenson Communitcations
2010 - Present • 16 years
Sioux Falls, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
ChFC®, Series 66
Luverne, MN
Edward Jones
Kevin Thelen is a financial advisor with Edward Jones in Luverne, MN, holding the ChFC® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Bull Market Properties, a commercial rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm operates an SEC-registered advisory program, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.
Series 63, Series 65
Luverne, MN
LPL Financial
Travis Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010, following positions at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he is involved with the Luverne Optimist Club, assisting with bookkeeping and event organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by its extensive network of investment adviser representatives.
Series 66
Luverne, MN
Cambridge Investment Research Advisors
David Riphagen is a Financial Professional with Cambridge Investment Research Advisors, holding a Series 66 designation and having 11 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and Invest Financial Corp from 2014 to 2017. Outside of his advisory work, he serves as president of the Rock County Economic Development Authority, a volunteer board focused on local economic initiatives. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various platform arrangements, proprietary and third-party strategies, and a range of implementation approaches tailored to client objectives.
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