JD
JD

Janell Denk

36 Years of Experience
Portland, OR
BrokerSells Insurance

Janell Denk is a registered investment advisor at Ausdal Financial Partners, INC., based in Portland, OR, with 36 years of industry experience. Janell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Portland, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Janell is an independent contractor with CPR Financial Group LLC, selling insurance and annuities, dedicating about 10-20% of her time. She is also Vice-President/Owner and Corporate Secretary at Denk & Associates, Inc DBA Denk Financial Advisors, focusing on retirement planning, insurance, and investment advisory services, dedicating minimal time to this activity.

Employment History
Current Registrations
Cpr Investments INC
April 2016 - Present · 10 yrs 6 mos
Ausdal Financial Partners, INC.Broker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Hbw Advisory Services LLC
December 2007 - April 2016 · 8 yrs 4 mos
Hbw Securities LLCBroker
January 2006 - April 2016 · 10 yrs 3 mos
American General Securities Incorporated
August 2005 - December 2005 · 4 mos
American General Securities IncorporatedBroker
October 2003 - December 2005 · 2 yrs 2 mos
Great American Advisors, INC.Broker
October 2002 - October 2003 · 1 yr
PFS Investments INC.Broker
September 1990 - September 2002 · 12 yrs
State Registrations3 states
CAORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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