Susan JenschCRD Number: 6159866
Current Firm: Ubs Financial Services Inc.
Susan Jensch (CRD# 6159866) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Minneapolis, MN and has over 4 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Ubs Financial Services||Minneapolis, MN||Feb 2013 - Current||5|
|Cbre, Inc.||Minneapolis, MN||May 2011 - Feb 2013||1|
|American Cancer Society||Mendota Heights, MN||Dec 2009 - May 2011||1|
|University Of Minnesota||Minneapolis, MN||Sep 2006 - Dec 2009||3|
|Allied Integrated Marketing||Minneapolis, MN||Sep 2008 - Sep 2009||1|
|University Of Minnesota Carlson School Of Management||Minneapolis, MN||Nov 2007 - Aug 2009||1|
|Applebee's||Minneapolis, MN||Sep 2006 - Dec 2006||< 1|
|House Of Pizza||Sartell, MN||Nov 2003 - Sep 2006||2|
|Cathedral High School||Saint Cloud, MN||Sep 2000 - Aug 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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