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Andrew Johnson

Advisor at Cambridge Investment Research Advisors — Worthington, MN

Updated today

Credentials

Series 66

Experience

5 years

Location

Worthington, MN 56187

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

Andrew Johnson is a Series 66-credentialed financial advisor with five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has prior work experience in various sectors including recreational services and distribution. Johnson is also active as a volunteer board member and ambassador for the Worthington Young Professionals Network. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individual investors, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

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

Worthington, MN

1433 Oxford St.

Worthington MN 56187

Advisors at this office

1

Most active in

Minnesota

Work history

5 years of industry experience

Cambridge Investment Research Advisors, Inc.

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research Inc.

2021 - Present • 5 years

Fairfield, IA

Cambridge Investment Research Inc.

2021 - 2021 • 1 year

Fairfield, IA

Jaycox Implement Inc.

2019 - 2021 • 2 years

Worthington, MN

Landscape Garden Centers LLC

2019 - 2019 • 1 year

Sioux Falls, SD

Sanford Pentagon

2018 - 2018 • 1 year

Sioux Falls, SD

Weisser Distributing

2017 - 2018 • 1 year

Sioux Falls, SD

Recreational Services - Augustana University

2016 - 2017 • 1 year

Worthington, MN

Augustana University

2015 - 2019 • 4 years

Worthington, 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

Kelly M

Series 63

Worthington, MN

PFG Advisors

Kelly Meyer is a financial advisor at PFG Advisors with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including United Planners, OSAIC, and Securities America. Meyer also has a longstanding affiliation with United Prairie Bank. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers, emphasizing macro allocation and diversified strategies implemented through multiple marketplace platforms.

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Executive Founder/Business Owner
user avatar

Scott R

Series 63, Series 65

Worthington, MN

Private Advisor Group, LLC

Scott Rall is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Private Advisor Group since 2012 and previously worked at Askar Advisors Group. Outside of his advisory role, he is involved in prairie restoration through his business, Rall Seeding Service, and contributes as an outdoor writer for local newspapers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a variety of managed account solutions. The firm operates a fiduciary-based advisory model, leveraging technology platforms and third-party managers to deliver tailored investment strategies.

Annuities Founder/Business Owner
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Michael W

Series 63, Series 66

Worthington, MN

LPL Financial

Michael Woll is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll is also a notary public in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Alaina K

CFP®, Series 66

Worthington, MN

LPL Financial

Alaina Kolpin is a CFP® professional with nine years of industry experience, currently affiliated with LPL Financial. She previously worked for Momentum Independent Network Inc. for eight years. Outside of financial advising, Alaina owns Kolpin Landscaping, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Todd H

Series 63, Series 65

Worthington, MN

Equitable Advisors

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves in multiple leadership positions at Worthington Christian Church and is the treasurer of the Frosty Riders Snowmobile Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives, utilizing a range of third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation

Amber K

CFP®, Series 66

Worthington, MN

Edward Jones

Amber Knips is a CFP®-certified financial advisor with 13 years of industry experience. She currently works at Edward Jones and previously spent over a decade at Raymond James Financial Services Advisors Inc. Outside of her advisory role, she assists with bookkeeping for her family's farm operation in Lakefield, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Divorce financial planning Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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