Erik Jensen
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Erik Jensen? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Anfinson Thompson Financial ServicesOct 2024 to now
- Cetera Investment Advisers LLCJan 2024 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Anfinson Gilbertson Wealth Management, Inc.May 2023 to Nov 2024
- Cetera Advisor Networks LLCMay 2023 to Aug 2023
- Heritage Bank NAOct 2018 to May 2023
- Jimmy JohnsOct 2018 to Oct 2018
- Kelly ServicesAug 2018 to Sep 2018
- Bell Bank MortgageAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7745191
- Firm CRD
- 105644