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 63, Series 65
Experience Industry experience
36 years
Location
Tyler, MN 56178
Cambridge Investment Research Advisors
Institution
George Jorgensen is a financial advisor with Cambridge Investment Research Advisors in Tyler, Minnesota, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. His prior career includes 14 years at INVEST Financial Corp and operating Jorgensen Financial Services since 1995. Outside of advising, he also works as an independent insurance agent across several agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options that can be customized to client needs.
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
Tyler, MN
245 N Tyler St.
Tyler MN 56178
Advisors at this office
2
Minnesota · Texas
36 years of industry experience
Cambridge Investment Research Advisors
2017 - Present • 9 years
Fairfield, IA
Cambridge Investment Research, Inc.
2017 - Present • 9 years
Fairfield, IA
INVEST Financial Corp
2003 - 2017 • 14 years
Tampa, FL
Jorgensen Financial Services
1995 - Present • 31 years
Tyler, MN
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.
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