Allen Jenson
Allen Jenson is a registered investment advisor at Osaic Wealth, INC., based in Foley, MN, with 28 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Foley, MN
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Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Allen is a financial advisor with Caliber Financial Group, spending nearly full-time helping clients prepare for financial events. He is also the President of Navigator Financial Inc., a corporation created for payroll purposes, dedicating minimal time to reviewing payroll and conducting quarterly business meetings.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations7 states
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.