Samuel Jenson (CRD# 6927909) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Cloud, MN and has over 3 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | St Cloud, MN | Jun 2021 - Current | 3 |
| Griffin Capital Securities | Phoenix,, AZ | Sep 2019 - May 2021 | 1 |
| Alexandria Golf Club | Alexandria, MN | Jul 2019 - Sep 2019 | < 1 |
| Doolittles Woodfire Grill | Alexandria, MN | Feb 2019 - Aug 2019 | < 1 |
| Bethel University | St. Paul, MN | Aug 2015 - Jan 2019 | 3 |
| Bethel University | St. Paul, MN | Oct 2018 - Dec 2018 | < 1 |
| Birch Cove Group | Minneapolis, MN | Sep 2018 - Dec 2018 | < 1 |
| Ubs | Alexandria, MN | Jun 2018 - Sep 2018 | < 1 |
| Birch Cove Group | Minneapolis, MN | Feb 2018 - May 2018 | < 1 |
| Lyons Trading Company | Eagan, MN | Oct 2017 - Jan 2018 | < 1 |
| Windsong Farm Golf Club | Maple Plain, MN | May 2017 - Sep 2017 | < 1 |
| Alexandria Golf Club | Alexandria, MN | May 2016 - Aug 2016 | < 1 |
| Doolittles Woodfire Grill | Alexandria, MN | Jan 2014 - Jul 2015 | 1 |
| University Of Northwestern | St Paul, MN | Sep 2014 - May 2015 | < 1 |
| Alexandria Golf Club | Alexandria, MN | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2021 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- MN
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.