Ross Jensen
Ross Jensen is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Lincoln, NE, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
8555 Executive Woods Dr., Suite 300, Lincoln, NE, 68512
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Regulatory History
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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Ross is the treasurer for Kappa Foundation and Nebraska Human Resources Research Foundation, supporting educational and mentoring programs respectively. He also serves as a board member and treasurer for the Lincoln Alumni Chapter of Alpha Gamma Rho and is a notary for the Nebraska Secretary of State, dedicating minimal time to these activities.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations25 states
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