Randall L. Jensen

NABITY-JENSEN INVESTMENT MANAGEMENT

OMAHA, NE 68114

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CRD#: 2813307

Professional summary

Randall Lee Jensen, CFP®, who also goes by Randall Jensen, is a registered financial advisor currently at NABITY-JENSEN INVESTMENT MANAGEMENT, INC. located in Omaha, Nebraska.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Randall has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randall Jensen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Lee Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

October 15, 2001 - Present

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Office #1: 9802 Nicholas St. Suite 105, Omaha, NE 68114

RIA

CRD#: 128455

OMAHA, NE

Past

March 29, 2004 - August 2, 2007

VALMARK SECURITIES, INC.

CRD#: 31243

OMAHA, NE

Past

January 9, 1998 - April 12, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

November 11, 1996 - January 8, 1998

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

NABITY JENSEN INVESTMENT MANAGEMENT, LLC | NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

CRD#: 128455 / SEC#: 801-118341

RIA

Registered Investment Advisory firm - (3/27/2020 Approved)

Iowa

Registered Investment Advisory firm - (4/23/2020 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(4/11/2018)

IAR

Nebraska
(10/15/2001)

IAR

Texas
(6/3/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/8/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/24/1997

General Securities Principal Examination

Current Firm

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

NABITY JENSEN INVESTMENT MANAGEMENT, LLC | NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

CRD#: 128455 / SEC#: 801-118341

RIA

Registered Investment Advisory firm - (3/27/2020 Approved)

Iowa

Registered Investment Advisory firm - (4/23/2020 Terminated)

Nebraska

Registered Investment Advisory firm - (4/23/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2020 Terminated)

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Contact information

Main Address

9802 Nicholas Street Suite 105, Omaha, NE 68114

Mailing Address

Phone number

(402) 391-1021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NABITY-JENSEN INVESTMENT MANAGEMENT ADV PART 2A (2/18/2025)

Regulatory assets under management

Total Number of Accounts	217
AUM (Assets Under Management)	$ 237,846,529

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Randall L. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Lee Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

VALMARK SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/18/1996

Series 7

Date: 11/8/1996

Series 24

Date: 9/24/1997

Current Firm

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NABITY-JENSEN INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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