Advisor at Cambridge Investment Research Advisors
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.
Location
Hoffman, MN
Credentials
Series 63, Series 65
Industry experience
18 years
Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Invest Financial Corporation before joining Cambridge in 2017. Outside of her advisory role, she is the owner of Jorgensen Financial Services and serves as a notary. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
Hoffman, MN
Minnesota
Cambridge Investment Research Advisors
2017 - Present (9 years)
Cambridge Investment Research, Inc.
2017 - Present (9 years)
Invest Financial Corporation
2013 - 2017 (4 years)
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 65
Evansville, MN
Thrivent Investment Management
Carol Juul is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has been with Thrivent in various capacities since 2014. Juul serves as a board member of Gardonville Coop, a communication services provider in Central Minnesota. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning that address a broad set of financial topics, while separating planning services from portfolio management.
Series 66
Brandon, MN
Thrivent Investment Management
Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Series 63
Evansville, MN
Ameriprise
Cory Seifert is a financial advisor with Ameriprise in Evansville, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with the Brandon/Evansville Sports Booster Club, which raises funds for local school sports programs. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
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