Travis Jensen (CRD# 7453380) is an Investment Advisor Representative working at Commonwealth Financial Network in West Union, IA and has over 2 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 2456118
Cetera Investment Advisers LLC
CRD# 5914520
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2024 - Current | < 1 |
| Jensen Complete Wealth | West Union, IA | Mar 2024 - Current | < 1 |
| Edward Jones | St Louis, MO | Nov 2021 - Mar 2024 | 2 |
| Browns Sales And Leasing | Elkader, IA | May 2019 - Oct 2021 | 2 |
| Decorah Chevrolet-cadillac, Inc. | Decorah, IA | Mar 2016 - May 2019 | 3 |
| Spahn And Rose | Waverly, IA | May 2015 - Feb 2016 | < 1 |
| Clair Carolan Painting | Ft. Atkinson, IA | May 2014 - Jul 2015 | 1 |
| Upper Iowa University | Fayette, IA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- IA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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