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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

3 advisors near 56013

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Joseph F

Series 63

Blue Earth, MN

Cambridge Investment Research Advisors

Joseph Fering is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 26 years of industry experience, including prior roles at INVEST Financial Corp. and operating Fering Financial since 2002. Outside of his advisory work, he serves as a board member of the Fairbault County Fitness Center. 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 across multiple platforms, employing both model-based and individualized investment approaches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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David R

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.

Retirement income strategy General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive
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Chase B

Series 66

Blue Earth, MN

Edward Jones

Chase Brandt is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he is involved in farming activities at Brandt Acres, where he assists with general farm labor, including light mechanical work and equipment operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a broad network of advisors and branch offices nationwide.

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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