Jepsen Financial

Jepsen Financial (CRD# 115161) is a financial advisory firm headquartered in , . They manage $28,371,000 in 253 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.facebook.com/jepsenfinancial
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $112,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, MN, ND

Financial Advisors at Jepsen Financial
Showing 1 - 1 of 1 top financial advisors.
1
Les Jepsen, financial advisor Oakdale MN
Les B. Jepsen
CRD#: 2793122
Oakdale, MN

Les Jepsen (CRD# 2793122) is an Investment Advisor Representative working at Jepsen Financial in Oakdale, MN and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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