EJ
EJ

Erik Jensen

2 Years of Experience
Redwood Falls, MN
BrokerSells Insurance

Erik Jensen is a registered investment advisor at Cetera Investment Advisers LLC, based in Redwood Falls, MN, with 2 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

1251 E Bridge St, Redwood Falls, MN, 56283

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Erik is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week to this activity. He also works full-time as a Client Services Associate for Anfinson Gilbertson Wealth Management, Inc. and as a Financial Professional for Anfinson Thompson Financial Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
MN
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.