Thomas Jensen is a registered investment advisor at Kusske Financial, INC., based in Burnsville, MN, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 12 clients with $3.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Kusske Financial offers retainer agreements for ongoing financial planning and advice, with annual fees determined based on the complexity of your financial situation.
- Comprehensive financial plan — $750 to $2,500 depending on the complexity of your situation, covering net worth statements, cash flow, investment reviews, tax planning, retirement scenarios, insurance, and estate planning
- Hourly consulting — $250 to $350 per hour for limited-scope advice and specific questions
Location
11980 Portland Ave S, Burnsville, MN, 55337
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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.
Learn about disclosures →Employment History
Current Registrations
Kusske Financial, INC.
State Registrations1 state
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
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