Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jensch is a financial professional with over 30 years of experience in the financial services industry. Thomas is currently registered with Avantax Advisory Services in Woodruff, Wisconsin. Thomas offers a wide range of financial services, including financial planning, portfolio management, and insurance. Thomas has worked with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
05/16/2019 - Present
Avantax Advisory Services (WOODRUFF WI)
MN
03/10/1997 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NY
09/23/1996 - 03/27/1997
SMITH BARNEY INC. (NEW YORK NY)
MN
07/28/1995 - 09/30/1996
OFFERMAN & COMPANY (MINNEAPOLIS MN)
NY
05/30/1984 - 08/02/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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