Marshall, MN Office

Carla Ann Goedtke is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 29 years of industry experience. Her prior work includes 17 years at American Portfolios and over 30 years with Investors Choice Financial Services. She serves as president for two local nonprofit boards, Southwest Minnesota Workforce Development Board and Lyon and Murray County CEO Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options and combines proprietary and third-party investment strategies tailored to client goals.

James Goedtke is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. His prior roles include long-term service at American Portfolios Financial Services and leadership at Investors Choice Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions, including proprietary model strategies and access to third-party managers, with flexible implementation across multiple platforms.