Erik Jensen (CRD# 7745191) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Willmar, MN and has 1 year of experience in the finance industry.
CRD# 5603346
Osaic Wealth, Inc.
CRD# 3139688
Cetera Investment Advisers LLC
CRD# 5364682
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers | Schaumburg, IL | Jan 2024 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Aug 2023 - Current | < 1 |
Anfinson Gilbertson Wealth Management, Inc. | Willmar, MN | May 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | May 2023 - Aug 2023 | < 1 |
Heritage Bank Na | Willmar, MN | Oct 2018 - May 2023 | 4 |
Jimmy Johns | Willmar, MN | Oct 2018 - Oct 2018 | < 1 |
Kelly Services | Bloomington, MN | Aug 2018 - Sep 2018 | < 1 |
Bell Bank Mortgage | Golden Valley, MN | Aug 2016 - Aug 2018 | 2 |
Trinity Ev Free Church | Lakeville, MN | Apr 2016 - Aug 2016 | < 1 |
Govmint.com | Eagan, MN | May 2016 - May 2016 | < 1 |
Microsoft | Fargo, ND | Dec 2015 - Mar 2016 | < 1 |
Trinity Ev Free Church | Lakeville, MN | Jun 2014 - Nov 2015 | 1 |
Berean Baptist Church | Burnsville, MN | Jun 2014 - Nov 2015 | 1 |
Bethel University | Arden Hills, MN | Aug 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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)
- 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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