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Darren Lee Evavold

Advisor at Cambridge Investment Research Advisors — East Grand Forks, MN

Updated today

Credentials

Series 66

Experience

19 years

Location

East Grand Forks, MN 56721

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,913

Across 2,203 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Darren Evavold is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation, bringing 19 years of industry experience. Prior to his current role starting in 2017, he worked at Investment Centers of America from 2009 to 2017. Outside of his advisory work, he is involved as a part owner and promoter of River Cities Speedway and serves on the Greater Grand Forks Fair Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals who utilize proprietary and third-party strategies tailored to client objectives.

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

East Grand Forks, MN

216 4th St. N.W.

East Grand Forks MN 56721

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

19 years of industry experience

Cambridge Investment Research Advisors

2017 - Present • 9 years

Fairfield, IA

Cambridge Investment Research, Inc.

2017 - Present • 9 years

Fairfield, IA

Investment Centers of America

2009 - 2017 • 8 years

East Grand Forks, ND

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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Jason B

Series 65

Grand Forks, ND

Blake Wealth Strategies

Jason Blake is the sole advisor at Blake Wealth Strategies in Grand Forks, ND, holding a Series 65 designation with 10 years of industry experience. He previously worked at Gradient Advisors, LLC for four years and has operated his own financial firm, Blake Financial Strategies, since 2016, which includes offering life insurance and annuity products. Blake Wealth Strategies serves individual investors, trusts, estates, business entities, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm combines advisory services with an affiliated insurance practice and employs fundamental analysis and longer-term investment approaches for its clients.

Active portfolio management
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Charlie A

Series 65

Grand Forks, ND

21st Financial

Charlie Andrys is a Series 65-licensed financial advisor with one year of industry experience, currently operating 21st Financial LLC in Grand Forks, ND. Prior to founding 21st Financial, he worked at SunDog Mining and operated Cutting Edge Lawncare for seven years. 21st Financial is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and closely held businesses. The firm uses a combination of fundamental and technical analysis with a long-term, buy-and-hold strategy, and may include allocations to Bitcoin and Bitcoin-backed credit instruments for suitable clients, supported by referral arrangements with specialized Bitcoin service providers.

Private / alternative investments Options & derivatives strategies
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Cole W

Series 66

Grand Forks, ND

Johnson Wealth Management, LLC

Cole Wigestrand is a financial advisor at Johnson Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial LLC and Cetera Investment Advisors LLC. Johnson Wealth Management is a fee-only financial planning and investment management firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a disciplined investment approach based on Modern Portfolio Theory, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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Derrick J

CFP®, Series 63, Series 65

Grand Forks, ND

Johnson Wealth Management, LLC

Derrick Johnson is a CFP® with 25 years of experience and has been with Johnson Wealth Management, LLC since 2002. Based in Grand Forks, ND, he holds Series 63 and Series 65 licenses. Outside of financial advising, he is involved in real estate development through two local companies. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm employs a Modern Portfolio Theory-based investment approach using low-cost, passively managed index funds and ETFs, with discretionary management and oversight of named subadvisors.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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James M

CFP®, ChFC®, Series 65

Grand Forks, ND

Johnson Wealth Management, LLC

James Mortenson is a CFP® and ChFC® professional with six years of industry experience. He currently works at Johnson Wealth Management, LLC and previously held roles at CWM, LLC and in academia at Creighton University and Minnesota State University of Moorhead. Johnson Wealth Management is a fee-only firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing low-cost, passively managed index funds and ETFs with global diversification and periodic rebalancing.

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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Jonathan B

Series 63, Series 65

Grand Forks, ND

Brady Martz Wealth Solutions, LLC

Jonathan Beehler is a financial advisor with Brady Martz Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Avantax Investment Services, Inc., Proequities, Inc., and Avantax Planning Partners, Inc. He is a part owner and treasurer of Tendies and Dreams I, LLC, an entity created to evaluate private placement investments. Brady Martz Wealth Solutions provides discretionary investment management, comprehensive financial planning, and retirement-plan advisory to individuals, trusts, businesses, and qualified retirement plans. The firm emphasizes passive, asset-class diversification and a buy-and-hold investment philosophy while offering coordinated services through its affiliation with an accounting firm and utilizing model and sub-advisory portfolios.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management
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