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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, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and INVEST Financial Corp. from 2003 to 2017. Outside of advising, he serves as a board member of the Fairbault County Fitness Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of portfolio management and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 worked at Edward Jones since 2019, following positions at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his financial career, he has served as a Skyline Wrestling Official since 2006. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Series 66

Blue Earth, MN

Edward Jones

Chase Brandt is a Series 66 licensed financial advisor with Edward Jones in Blue Earth, MN, where he has worked since 2017. He has nine years of industry experience, including prior roles at Williams Accounting and American Family Insurance. Outside of his advisory work, Brandt assists with general labor and light mechanic duties at Brandt Acres Farms and serves as president of Twins Pines, LLC, a holding company involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm is notable for its extensive retail advisor network and affiliated services such as trust capabilities and proprietary mutual funds.

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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