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David Robert Jensen

David R. Jensen

AVAII WEALTH MANAGEMENT
Appleton, WI 54913
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CRD#: 5391883
David Robert Jensen

Professional summary

David Robert Jensen, CFP® is a registered financial advisor currently at AVAII WEALTH MANAGEMENT, LLC located in Appleton, Wisconsin.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. David has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
LEFTY PROPERTIES, LLC POSITION: Owner NATURE: Using LLC as a rent collecting entity and also to pay business related bills of the commercial real estate property. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2019 ADDRESS: W6929 Parkview Dr, STE A, Greenville WI 54942, United States DESCRIPTION: Collect rent from both Thrivent FR's and non Thrivent entities that are separately metered in a different suite. INSURANCE SALES POSITION: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2023 ADDRESS: 2101 N CASALOMA DRIVE APPLETON WI, 54913, UNITED STATES DESCRIPTION: Implement insurance recommendations for clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Robert 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: 2014

Experience

Current

September 3, 2023 - Present

AVAII WEALTH MANAGEMENT, LLC

Office #1: 2101 N Casaloma Dr, Appleton, WI 54913
RIA
CRD#: 298165
Appleton, WI
Past

November 5, 2007 - September 6, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
GREENVILLE, WI
Past

September 12, 2007 - September 6, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
GREENVILLE, WI

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".
AW
AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC

CRD#: 298165 / SEC#: 801-113937

RIA
Registered Investment Advisory firm - (9/6/2018 Approved)

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
Wisconsin
(9/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/2/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2007
General Securities Representative Examination

Current Firm

AW
AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC

CRD#: 298165 / SEC#: 801-113937

RIA
Registered Investment Advisory firm - (9/6/2018 Approved)
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Contact information

Main Address
2101 N Casaloma Dr, Appleton, WI 54913
Mailing Address
Phone number
(920) 214-1212
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AVAII DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (8/20/2025)

Regulatory assets under management

Total Number of Accounts2,402
AUM (Assets Under Management)$ 442,587,428

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

AVAII WEALTH MANAGEMENT, LLC

CRD#: 298165Appleton, WI 54913

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