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Andrew Johnson

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Worthington, MN 56187

Credentials

Series 66

Industry experience

4 years

About

Andrew Johnson is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors. He has four years of industry experience and has been with Cambridge since 2021. Prior to his advisory role, he held positions at various organizations including Jaycox Implement Inc. and Augustana University. He serves as an ambassador and board member for the Worthington Young Professionals Network. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary investment approaches.

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

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

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

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

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

1433 Oxford St.

Worthington, MN 56187

Most active in

Minnesota

Work history

Cambridge Investment Research Advisors

2021 - Present (5 years)

Cambridge Investment Research Inc.

2021 - Present (5 years)

Cambridge Investment Research Inc.

2021 - 2021 (1 year)

Jaycox Implement Inc.

2019 - 2021 (2 years)

Landscape Garden Centers LLC

2019 - 2019 (1 year)

Sanford Pentagon

2018 - 2018 (1 year)

Weisser Distributing

2017 - 2018 (1 year)

Worthington YMCA

2016 - 2016 (1 year)

Recreational Services - Augustana University

2016 - 2017 (1 year)

Augustana University

2015 - 2019 (4 years)

W2's Quality Meats

2014 - 2016 (2 years)

Disclosures

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

Business activities & affiliations

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Kelly M

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Kelly Meyer is a financial advisor with PFG Advisors, holding a Series 63 designation and 26 years of industry experience. Her prior work includes roles at United Planners, OSAIC, Securities America Advisors, and United Prairie Bank. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed network of approximately 104 advisors across multiple offices.

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

Series 63, Series 65

Worthington, MN

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Scott Rall is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, he is involved in prairie restoration through a native grass seeding service and contributes as an outdoor writer for local newspapers. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael W

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Worthington, MN

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Michael Woll is a financial advisor at LPL Financial with 36 years of industry experience. He previously worked for Momentum Independent Network Inc. for 28 years before joining LPL Financial in 2024. Woll holds Series 63 and Series 66 licenses and is also commissioned as a notary in Minnesota. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Alaina K

CFP®, Series 66

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Alaina Kolpin is a CFP® with nine years of industry experience, currently affiliated with LPL Financial since 2024. She previously worked at Momentum Independent Network Inc. for eight years. Outside of her advisory role, she is the owner of Kolpin Landscaping, a non-investment related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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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 26 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, Henderson serves in multiple leadership roles at Worthington Christian Church and acts as treasurer for the Frosty Riders Snowmobile Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to clients’ goals and risk tolerance.

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Amber K

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Worthington, MN

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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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