Thomas Jensen is a registered investment advisor at Kusske Financial, INC., based in Burnsville, MN, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 12 clients with $3.2M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Plan: The fee ranges from $750 to $2,500 and is negotiable, depending on the complexity of the client's situation. Follow-up implementation work is billed separately per hour or by retainer.
- Hourly Planning: For limited scope engagements, the hourly rate ranges from $250 to $350.
Location
11980 Portland Ave S, Burnsville, MN, 55337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kusske Financial, INC.
State Registrations1 state
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