Erik Jensen (CRD# 6664152) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bloomington, MN and has over 7 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Bloomington, MN | Jun 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Wayzata, MN | Apr 2018 - Jun 2022 | 4 |
| Charles Schwab Bank | Wayzata, MN | Apr 2018 - Jun 2022 | 4 |
| Premier Bookkeeping | Sioux Falls, SD | Mar 2017 - Apr 2018 | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Aug 2016 - Feb 2017 | < 1 |
| Morgan Stanley | Sioux Falls, SD | Jun 2016 - Feb 2017 | < 1 |
| The First National Bank In Sioux Falls | Sioux Falls, SD | Sep 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- MN
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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