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George J
Series 63, Series 65
Tyler, MN
Cambridge Investment Research Advisors
George Jorgensen is a financial advisor with Cambridge Investment Research Advisors in Tyler, Minnesota, holding Series 63 and Series 65 designations and possessing 36 years of industry experience. His prior career includes 14 years at INVEST Financial Corp and operating Jorgensen Financial Services since 1995. Outside of advising, he also works as an independent insurance agent across several agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management options that can be customized to client needs.
Alex O
Series 66
Tyler, MN
Cambridge Investment Research Advisors
Alex Ossefoort is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked with firms including Heartland Mutual Insurance Company and Roos Construction. Outside of his advisory role, he owns Jorgensen Financial, a registered investment advisory business in Tyler, MN. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies tailored to client objectives.
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