SJ
CFP
SJ
CFP

Seth Daniel Jensen

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

Colorado Springs, CO

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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

Seth is an independent agent with Financial Independence Group, an independent marketing organization, implementing life insurance and annuity solutions. This activity takes Seth a few hours per week and represents 12% of his total yearly compensation.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2025 - Present · 3 mos
Cetera Advisors LLCBroker
November 2025 - Present · 3 mos
The Institute
April 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
January 2021 - March 2025 · 4 yrs 2 mos
Fidelity Brokerage Services LLCBroker
December 2020 - April 2025 · 4 yrs 4 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.