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4 advisors near 56156
Out of 400,000+ nationwide
Amy S
Series 66
Luverne, MN
Cambridge Investment Research Advisors
Amy Sandbulte is a Series 66-licensed advisor with Cambridge Investment Research Advisors and has three years of industry experience. Her prior work includes roles at Continental Western Group and Sorenson Communications. Outside of her advisory work, she is involved in communication services and owns an agricultural business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting through a large network of independent professionals and multiple account platforms.
Kevin T
ChFC®, Series 66
Luverne, MN
Edward Jones
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.
Travis P
Series 63, Series 65
Luverne, MN
LPL Financial
Travis Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with the Luverne Optimist Club, assisting with bookkeeping, event organization, and other administrative tasks. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory products and services.
David R
Series 66
Luverne, MN
Cambridge Investment Research Advisors
David Riphagen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Invest Financial Corp and Mainstreet Financial Services. Outside of his advisory work, he serves as president of the Rock County Economic Development Authority volunteer board. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension 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 third-party strategists.
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4 advisors near 56156
Out of 400,000+ nationwide