Stace Jensen
Stace Jensen is a registered investment advisor at Ip Financial Advisory Services LLC, based in No Lehi, UT, with 23 years of industry experience. Stace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
No Lehi, UT
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Stace is an agent/broker offering accident and health insurance, disability insurance, fixed annuities, P&C insurance, fixed life insurance, and long-term care insurance through Stace Jensen, Inc. Stace Jensen & Associates is a DBA used for website and branding purposes.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations6 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.