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Credentials
Series 63
Experience Industry experience
27 years
Location
Blue Earth, MN
Cambridge Investment Research Advisors
Institution
Joseph Fering is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and INVEST Financial Corp. from 2003 to 2017. Outside of advising, he serves as a board member of the Fairbault County Fitness Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management and model-based strategies.
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
Blue Earth, MN
Blue Earth MN
Advisors at this office
1
Minnesota
27 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
Fering Financial
2002 - Present • 24 years
Blue Earth, 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.
Series 63, Series 66
Blue Earth, MN
Edward Jones
David Roper is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Outside of his advisory work, he has been involved with Skyline Wrestling Officials for over 20 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.
Series 66
Blue Earth, MN
Edward Jones
Chase Brandt is a Series 66 licensed financial advisor with Edward Jones in Blue Earth, MN, where he has worked since 2017. He has nine years of industry experience, including prior roles at Williams Accounting and American Family Insurance. Outside of his advisory work, Brandt assists with general labor and light mechanic duties at Brandt Acres Farms and serves as president of Twins Pines, LLC, a holding company involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its extensive retail advisor network and affiliated services such as trust capabilities and proprietary mutual funds.
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