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SJ

Steven T. Jensen

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CRD#: 3026100
SJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Thomas Jensen was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1998. Steven had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2018 - October 28, 2024

STEVE JENSEN DBA VAST INVESTMENTS

RIA
CRD#: 142393
CHASKA, MN
Past

February 26, 2003 - January 9, 2007

APW CAPITAL, INC.

BD
CRD#: 43814
ROCKAWAY, NJ
Past

June 19, 2002 - October 1, 2002

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

June 13, 2001 - June 25, 2002

SOMERSET FINANCIAL GROUP, INC.

BD
CRD#: 46507
PRINCETON, NJ
Past

February 17, 1999 - September 10, 1999

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 16, 1998 - January 11, 1999

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


SJ
STEVE JENSEN DBA VAST INVESTMENTS
STEVE JENSEN DBA VAST INVESTMENTS | VAST FINANCIAL, INC.

CRD#: 142393 / SEC#:

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Contact information


Main Address
Chaska, MN
Mailing Address
Phone number
(320) 808-7256
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 2,500,000

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.

Company Information


STEVE JENSEN DBA VAST INVESTMENTS

CRD#: 142393

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