Unclaimed Profile

David Robert Jensen

AVAII WEALTH MANAGEMENT, LLC·APPLETON, Wisconsin

SIE, Series 7, Series 63, Series 65CFPClean record18 years registeredAVAII WEALTH MANAGEMENT, LLC

2101 N CASALOMA DR, APPLETON, WI 54913CRD# 5391883Firm CRD# 298165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Robert Jensen · APPLETON, WI

Registration

CRD #5391883 · AVAII WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

AVAII WEALTH MANAGEMENT, LLC

Sep 2023 – present

THRIVENT INVESTMENT MANAGEMENT INC.

Nov 2007 – Sep 2023

GREENVILLE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 5, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVAII WEALTH MANAGEMENT, LLC

CRD 298165 · SEC 801-113937

AUM

$410M

Regulatory assets under management

Employees

2,243 client accounts

Services offered by AVAII WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVAII WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Robert Jensen offer?

David Robert Jensen specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are David Robert Jensen's credentials?

David Robert Jensen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Robert Jensen located?

David Robert Jensen is based in APPLETON, Wisconsin, working with AVAII WEALTH MANAGEMENT, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does David Robert Jensen charge for services?

David Robert Jensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVAII WEALTH MANAGEMENT, LLC?

AVAII WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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