David Robert Jensen
Investment adviser representative at Avaii Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$602.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Avaii Wealth Management, LLCSep 2023 to now
- Thrivent Financial for LutheransJul 2007 to Sep 2023
- Thrivent Investment Management IncJul 2007 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (WI).
Avaii Wealth Management, LLC
$602.8MAssets managed
995Clients
11Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5391883
- Firm CRD
- 298165