AJ
AJ

Albert Allen Jansen

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
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Location

10011 West 21st Street N, 109, Wichitia, KS, 67205

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Albert is an IAR at Arbor Point Advisory (full-time), owner of a tax and accounting consulting practice (about 10-20% of his time), and owns rental real estate (a few hours per week). He also owns Heritage Private Wealth Management, LLC, where he sells insurance as needed for financial planning clients (a few hours per week), manages farmland through OJP Investments, LLC (minimal time), and manages assets inherited with his sisters through ADK Investments, LLC (minimal time).

Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Point Advisors
October 2018 - November 2024 · 6 yrs 1 mo
Securities America, INC.Broker
October 2018 - June 2024 · 5 yrs 8 mos
Summit Financial Group INC
September 2016 - December 2018 · 2 yrs 3 mos
Summit Brokerage Services, INC.Broker
September 2016 - October 2018 · 2 yrs 1 mo
Vsr Financial Services, INC.Broker
October 2012 - September 2016 · 3 yrs 11 mos
Vsr Advisory Services
October 2012 - September 2016 · 3 yrs 11 mos
UBS Financial Services INC.
January 2002 - October 2012 · 10 yrs 9 mos
UBS Financial Services INC.Broker
October 2001 - October 2012 · 11 yrs
State Registrations10 states
AZCOILKSMOOKORTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.