Unclaimed
Scott Owen Jenson is an investment advisor representative at Ameriprise Financial Services, LLC. Scott has been in the financial services industry for over 28 years. He has a Series 7, Series 31, and Series 63 license. Scott has previously been employed at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., U.S. BANCORP PIPER JAFFRAY INC., U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., and DAIN BOSWORTH INCORPORATED. Scott offers a variety of financial services to individuals and families. These include financial planning, asset allocation services, and investment management. He also works with businesses and pension plans. Scott is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
08/30/2013 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
01/01/2008 - 09/03/2013
WELLS FARGO ADVISORS, LLC (MILWAUKEE WI)
WI
03/04/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MILWAUKEE WI)
MN
06/20/2001 - 04/01/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
12/01/2001 - 03/15/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
04/28/1995 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NA
08/12/1994 - 05/03/1995
DAIN BOSWORTH INCORPORATED
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Jenson is the right advisor for you? Invested Better is here to help.