Allen Jenson
Advisor at OSAIC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Allen Jenson is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. for 14 years and AIG American General Life Insurance Company for 24 years. Outside of his primary role, he serves as president of Navigator Financial Inc., a corporation focused on payroll management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a structured investment process that incorporates risk tolerance, asset allocation, and portfolio optimization tools.
Client services
Based on OSAIC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Flat fees may be charged for certain financial planning or consulting engagements, specific amounts not stated.
Advisory Representatives may receive commissions for securities or insurance products if clients purchase through them.
Hourly consulting or advisory rates are charged for financial planning and consulting services, specific amounts not stated.
Account minimum: $5,500
Location
Foley, MN
Most active in
Allen J has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
OSAIC
2023 - Present (3 years)
Sagepoint Financial, Inc.
2009 - 2023 (14 years)
Aig American General Life Insurance Company
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances. I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial. Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys. We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.
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