Garrett R Jensen
Investment adviser representative at Vantage Point Financial, LLC
11 yearsExperience
2 statesRegistered in
$484.6MFirm assets
4 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vantage Point Financial, LLCMar 2022 to now
- Commerce BankApr 2015 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Vantage Point Financial, LLC
Legal name: Vantage Point Financial LLC
$484.6MAssets managed
566Clients
16Advisers
4 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
- 7530667
- Firm CRD
- 305016