Elyse A. Jensen

AZURE WEALTH MANAGEMENT

Saint Paul, MN 55102

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CRD#: 5722402

Professional summary

Elyse Annette Dornhecker Jensen, CFP®, who also goes by Elyse Annette Dornhecker, is a registered financial advisor currently at AZURE WEALTH MANAGEMENT located in Saint Paul, Minnesota.

Elyse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Elyse has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elyse Annette Dornhecker

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.

Azure Risk Management, LLC-PRESENT: INSURANCE AGENT/INSURANCE RELATED/SAINT PAUL, MN/INSURANCE AGENT/REPRESENT UNAFFILIATED ISSUERS/MAY INVOLVE UP TO 30% TIME EACH MONTH, INCLUDING DURING MARKET HOURS.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elyse Annette Dornhecker Jensen's 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

October 22, 2014 - Present

AZURE WEALTH MANAGEMENT

Office #1: 223 Walnut Street, Saint Paul, MN 55102

RIA

CRD#: 172677

Saint Paul, MN

Past

October 29, 2013 - June 23, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

BLOOMINGTON, MN

Past

October 29, 2013 - June 23, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BLOOMINGTON, MN

Past

November 16, 2012 - September 3, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

MINNEAPOLIS, MN

Past

February 19, 2010 - September 3, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MINNEAPOLIS, MN

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

Minnesota
(10/22/2014)

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

IAR

Series 66

Date: 11/15/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/31/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/18/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AZURE WEALTH MANAGEMENT

AZURE WEALTH MANAGEMENT | AZURE WEALTH MANAGEMENT, LLC

CRD#: 172677 / SEC#:

Minnesota

Registered Investment Advisory firm - (10/22/2014 Approved)

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Contact information

Main Address

223 Walnut Street, Saint Paul, MN 55102

Mailing Address

Phone number

(651) 300-2456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	257
AUM (Assets Under Management)	$ 31,155,000

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Indiana	ERA - Withdrawn	9/30/2014
Minnesota	ERA - Withdrawn	9/30/2014
Wisconsin	ERA - Withdrawn	9/30/2014

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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Elyse A. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elyse Annette Dornhecker Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZURE WEALTH MANAGEMENT

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/15/2012

Series 63

Date: 2/9/2010

Series 7

Date: 1/31/2012

Series 6

Date: 2/18/2010

Current Firm

AZURE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

AZURE WEALTH MANAGEMENT

TRUST BUT VERIFY

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