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Orey Brandon Fey

Advisor at LPL Financial — Edgerton, MN

Updated today

Credentials

Series 66

Experience

12 years

Location

Edgerton, MN 56128

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Orey Fey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has previously worked at Waddell & Reed, Inc. and various insurance carriers, and has served as an ambulance driver for the Edgerton Volunteer Ambulance Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and model portfolio programs.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Edgerton, MN

833 Main Street

Edgerton MN 56128

Advisors at this office

3

Most active in

Minnesota · Texas

Work history

12 years of industry experience

LPL Financial

2021 - Present • 5 years

Edgerton, MN

First Christian Reformed Church

2021 - 2021 • 1 year

Edgerton, MN

Edgerton Volunteer Ambulance Department Q

2019 - 2021 • 2 years

Edgerton, MN

Edgerton Chamber of Commerce

2015 - 2018 • 3 years

Edgerton, MN

Various Insurance Carriers for W & R Insurance Agencies

2014 - 2021 • 7 years

Edgerton, MN

Waddell & Reed, Inc

2014 - 2021 • 7 years

Edgerton, 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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Eric B

CFP®, Series 66

Pipestone, MN

Raymond James Financial

Eric Brockberg is a CFP® with 25 years of industry experience and has been advising clients at Raymond James Financial Services Advisors since 2010. He also holds an Associate position at First Bank and Trust in Pipestone, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Randall F

Series 63, Series 65

Edgerton, MN

LPL Financial

Randall Fey is a financial advisor with LPL Financial in Edgerton, MN, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior work history includes roles at Waddell & Reed, various insurance carriers, and service with the First Christian Reformed Church. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options and utilizes advisor-facing tools for operational and research support, serving over 22,800 advisors with oversight of more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kyle F

Series 66

Edgerton, MN

LPL Financial

Kyle Fey is a financial advisor with LPL Financial based in Edgerton, MN, holding a Series 66 designation and five years of industry experience. His work history includes a brief tenure at Waddell & Reed and a decade at Luther College prior to joining LPL Financial. Fey also operates under the name Fey Financial Group for his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, supported by advanced research tools and a diverse suite of affiliated financial services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Chad B

Series 63

Pipestone, MN

Edward Jones

Chad Budden is a financial advisor with Edward Jones in Pipestone, MN, holding a Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive
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Zachary B

Series 66

Pipestone, MN

Edward Jones

Zachary Budden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he held various roles including positions at Conetic Solutions, Inc. and South Dakota State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies and affiliated financial services.

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

Series 63

Pipestone, MN

Ameriprise

Lee Tracy is a financial advisor with Ameriprise in Pipestone, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor entities since 1993. Outside of his advisory role, he has involvement in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven and algorithm-supported recommendations with a focus on tax efficiency and asset management within Ameriprise accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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