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Glenn Willis Seibel

Advisor at Cambridge Investment Research Advisors — Bemidji, MN

Updated today

Credentials

ChFC®, Series 63

Experience

44 years

Location

Bemidji, MN 56601

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,197 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Glenn Seibel is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® and Series 63 credentials. He has 44 years of industry experience and has been with Cambridge since 2008. Outside of his advisory role, he works as an independent insurance agent and is involved with Orion Financial Group, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals and employs a range of portfolio management strategies, including proprietary models and third-party managers.

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

Bemidji, MN

1223 Bemidji Ave N

Bemidji MN 56601

Advisors at this office

2

Most active in

Minnesota · Texas

Work history

44 years of industry experience

CAMBRIDGE INVESTMENT RESEARCH Advisors, INC

2008 - Present • 18 years

Fairfield, IA

Cambridge Investment Research, INC

2008 - Present • 18 years

Fairfield, IA

Focus Financial

2006 - 2008 • 2 years

Bemidji, MN

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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Scott W

Series 66

Bemidji, MN

Sutterfield Financial Group, Inc.

Scott Weinzierl is a financial advisor at Sutterfield Financial Group, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at both Sutterfield Financial Group and Purshe Kaplan Sterling Investments. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses proprietary model portfolios overseen by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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Jacob B

CFP®

Bemidji, MN

Evexia Wealth, LLC

Jacob Bartz is a CFP® professional with one year of industry experience, currently serving as an advisor at Evexia Wealth, LLC. His prior experience includes six years at Goldleaf Partners and two years with Thrivent Advisory Network, which transitioned to Evexia Wealth. Outside of advising, he is the President and CEO of JD Properties of Minnesota Inc., a company involved in property management activities. Evexia Wealth, LLC is a SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and small businesses with discretionary investment management and financial planning. The firm employs a long-term, fundamental analysis approach to portfolio construction and offers customized investment solutions including model portfolios and specialized ETFs.

Private / alternative investments Options & derivatives strategies
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Michael H

Series 63, Series 66

Bemidji, MN

Focus Financial

Michael Huerbin is a financial advisor with Focus Financial Network, Inc. in Bemidji, MN, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Focus Financial Network and OSAIC since 2001. Outside of his advisory role, he serves as the racing director and coach for the Buena Vista Ski Area, where he works with youth ski racers on weekends during the winter season. He is also a part-owner of a local dragon boat rental business and serves as president and board member of the Minnesota Finlandia Community Health Sports nonprofit, organizing an annual cross-country ski marathon. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides a range of investment management and financial planning services, utilizing a variety of strategies and investment vehicles tailored to client needs.

Executive Founder/Business Owner
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Nancy M

Series 66

Bemidji, MN

Ascentis Independent Advisors, LLC

Nancy Mc Coyne is a financial advisor at Ascentis Independent Advisors, LLC with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise from 2016 to 2023 and is currently associated with Golden State Equity Partners. Mc Coyne operates Arise Wealth Management, a registered investment advisory business under Golden State Equity Partners. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement consulting, utilizing a mix of public and private securities and implementing discretionary management through model portfolios and sub-advisory arrangements.

Private / alternative investments Options & derivatives strategies General estate planning guidance Business ownership considerations Founder/Business Owner

Craig C

CFP®, Series 66

Bemidji, MN

Edward Jones

Craig Cameron is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Bemidji, MN. Outside of financial advising, he is the owner of a real estate rental business, Real Estate Problem Solvers, located in Bemidji. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Retirement withdrawal strategies Wealth management Founder/Business Owner Intergenerational Families
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Janine S

Series 63, Series 66

Bemidji, MN

Edward Jones

Janine Schoeck is a financial advisor with Edward Jones in Bemidji, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies and affiliated services supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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