TJ
PFS
TJ
PFS

Thomas Jenson

30 Years of Experience
Maple Grove, MN
Broker

Thomas Jenson is a PFS-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Maple Grove, MN, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

11850 Fountains Way, Ste 200, Maple Grove, MN, 55369

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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 Activities

Thomas has business ownership activities since 1996, spending minimal time per week. He also works for Jenson & Company LLC, dedicating about a third of his time to tax preparation and serving as treasurer.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2014 - Present · 12 yrs
Ameriprise Financial Services, LLC
May 2014 - Present · 12 yrs
Ameriprise Financial Services, LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Focus Financial
January 2014 - July 2014 · 6 mos
Royal Alliance Associates, INC.Broker
September 1996 - June 2014 · 17 yrs 9 mos
H.D. Vest Investment Securities, INC.Broker
December 1995 - October 1996 · 10 mos
State Registrations2 states
FLMN
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.