Craig Dan Jensen
Investment adviser representative at Round Rock Advisors LLC
27 yearsExperience
1 stateRegistered in
$906.7MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Round Rock Advisors LLCNov 2023 to now
- Round Rock Advisors LLCJan 2020 to Oct 2023
- Altium Wealth Management LLCMar 2017 to Jan 2020
- Armstrong Shaw AssociatesNov 1999 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (CT).
Round Rock Advisors LLC
$906.7MAssets managed
647Clients
10Advisers
9 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
- 5766588
- Firm CRD
- 286007