KJ
ChFC
KJ
ChFC

Kent Jensen

28 Years of Experience
Mount Vernon, WA
Broker

Kent Jensen is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Mount Vernon, WA, with 28 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 125,754 clients with $21B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3234 advisors
Number of Clients
125,754 clients
Average Client Portfolio
$165K average
Assets Under Management
$20.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.85%
$250K - $500K1.70%
$500K - $1.0M1.55%
$1.0M - $3.0M1.45%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.90%

Fees are maximum annual percentages and vary by program type, household assets, and negotiation. Separately managed account programs have higher maximum fees (up to 2.50% for smaller accounts).

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

1301 Riverside Dr, Mount Vernon, WA, 98273

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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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Employment History
Current Registrations
Thrivent Investment Management INC.
November 2003 - Present · 22 yrs 11 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 24 yrs 3 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
April 1998 - July 2002 · 4 yrs 3 mos
State Registrations17 states
AKAZCACOFLIAIDMNNVNYOKORTXVAWAWIWY
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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