TJ
CFP
TJ
CFP

Travis Jensen

20 Years of Experience
Bloomington, MN
Broker

Travis Jensen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bloomington, MN, with 20 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8500 Normandale Lake Blvd, Ste 1710, Bloomington, MN, 55437

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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
Wells Fargo Advisors
February 2022 - Present · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - February 2022 · 15 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - February 2022 · 16 yrs 2 mos
State Registrations31 states
AZCACOFLGAHIIAIDILKSKYMAMDMEMNMOMTNJNMNVNYOHPRRISCSDTXUTVAWAWI
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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