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James Goedtke

Cambridge Investment Research Advisors, INC.
36 Years of Experience
Marshall, MN
1 DisclosureBroker
View SEC Summary
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James Goedtke is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marshall, MN, with 36 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1403 E College Dr., Marshall, MN, 56258

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

James is involved in several business activities, including real estate ownership and partnership, serving as an IAR and DBA for Investors Choice Financial Services Inc. and Investors Choice Portfolios LLC, and working as an advisory representative of a RIA for CIRA. He dedicates full-time hours to Investors Choice Financial Services Inc. and CIRA.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 2 yrs
Cambridge Investment Research, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
October 2024 - October 2024 · 0 mos
Osaic Wealth, INC.
October 2024 - October 2024 · 0 mos
Osaic Wealth, INC.Broker
October 2024 - October 2024 · 0 mos
American Portfolios Advisors, INC
June 2010 - October 2024 · 14 yrs 4 mos
American Portfolios Financial Services, INC.Broker
May 2007 - October 2024 · 17 yrs 5 mos
United Securities Alliance, INC.Broker
October 2003 - November 2006 · 3 yrs 1 mo
Fsc Securities CorporationBroker
June 1995 - October 2003 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
September 1994 - June 1995 · 9 mos
Ids Life Insurance CompanyBroker
September 1994 - June 1995 · 9 mos
Edward D. Jones & CO., L.P.Broker
August 1994 - September 1994 · 1 mo
Edward D. Jones & CO., L.P.Broker
August 1994 - August 1994 · 0 mos
American Express Financial Advisors INC.Broker
October 1989 - August 1994 · 4 yrs 10 mos
Ids Life Insurance CompanyBroker
October 1989 - August 1994 · 4 yrs 10 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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