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2 advisors near 56178
Out of 400,000+ nationwide
George J
Series 63, Series 65
Tyler, MN
Cambridge Investment Research Advisors
George Jorgensen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent 14 years with INVEST Financial Corp. Outside of his advisory role, he is also involved as an independent insurance agent with multiple agencies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers, utilizing various account platforms and investment strategies.
Alex O
Series 66
Tyler, MN
Cambridge Investment Research Advisors
Alex Ossefoort is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked at Heartland Mutual Insurance Company and several other firms. Outside of his advisory role, Ossefoort owns Jorgensen Financial, an independent financial services business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals using various account platforms and third-party strategists.
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2 advisors near 56178
Out of 400,000+ nationwide