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
19 years
Location
Hoffman, MN
Cambridge Investment Research Advisors
Institution
Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2017, she worked at Invest Financial Corporation from 2013 to 2017. She is also involved in independent insurance agency work and owns Jorgensen Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals and employs various custody platforms with discretionary and non-discretionary 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
Hoffman, MN
Hoffman MN
Advisors at this office
1
Minnesota
19 years of industry experience
Cambridge Investment Research Advisors, Inc.
2017 - Present • 9 years
Fairfield, IA
Cambridge Investment Research, Inc.
2017 - Present • 9 years
Fairfield, IA
Invest Financial Corporation
2013 - 2017 • 4 years
Tyler, MN
Investment Centers of America, Inc.
2007 - 2013 • 6 years
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 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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