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Credentials
ChFC®, Series 66
Experience Industry experience
12 years
Location
Luverne, MN 56156
Edward Jones
Institution
Kevin Thelen is a financial advisor with Edward Jones in Luverne, MN, holding the ChFC® and Series 66 credentials and having 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as president of Bull Market Properties, a commercial rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions. The firm operates an SEC-registered advisory program, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Luverne, MN
122 East Main St
Luverne MN 56156
Advisors at this office
1
Minnesota · South Dakota · Texas
12 years of industry experience
Edward Jones
2014 - Present • 12 years
St Louis, MO
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.
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Luverne, MN
Cambridge Investment Research Advisors
Amy Sandbulte is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with Continental Western Group. Outside of her advisory role, she is involved in agriculture and communication services through private business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.
Series 63, Series 65
Luverne, MN
LPL Financial
Travis Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010, following positions at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he is involved with the Luverne Optimist Club, assisting with bookkeeping and event organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by its extensive network of investment adviser representatives.
Series 66
Luverne, MN
Cambridge Investment Research Advisors
David Riphagen is a Financial Professional with Cambridge Investment Research Advisors, holding a Series 66 designation and having 11 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and Invest Financial Corp from 2014 to 2017. Outside of his advisory work, he serves as president of the Rock County Economic Development Authority, a volunteer board focused on local economic initiatives. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various platform arrangements, proprietary and third-party strategies, and a range of implementation approaches tailored to client objectives.
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