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4 advisors near
56156
within the area shown on the map
Out of 400,000+ nationwide
Amy S
Series 66
Luverne, MN
Cambridge Investment Research Advisors
Amy Sandbulte is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with Continental Western Group. Outside of her advisory role, she is involved in agriculture and communication services through private business activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.
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 licenses and bringing 31 years of industry experience. He has worked at LPL Financial since 2010, following positions at Raymond James Financial and Raymond James Financial Services. Outside of his advisory work, he is involved with the Luverne Optimist Club, assisting with bookkeeping and event organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by its extensive network of investment adviser representatives.
David R
Series 66
Luverne, MN
Cambridge Investment Research Advisors
David Riphagen is a Financial Professional with Cambridge Investment Research Advisors, holding a Series 66 designation and having 11 years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and Invest Financial Corp from 2014 to 2017. Outside of his advisory work, he serves as president of the Rock County Economic Development Authority, a volunteer board focused on local economic initiatives. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various platform arrangements, proprietary and third-party strategies, and a range of implementation approaches tailored to client objectives.
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Finding advisors...
4 advisors near
56156
within the area shown on the map
Out of 400,000+ nationwide