Scott A. Jensen
RENOVATE FINANCIAL PLANNING
Blaine, MN 55449
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CRD#: 6082002
Professional summary
Scott Arlyn Jensen, CFP® is a registered financial advisor currently at RENOVATE FINANCIAL PLANNING located in Blaine, Minnesota and SAVVY located in Forest Lake, Minnesota.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 3 firms .
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Charitable Giving
Real Estate Investments
Retirement Plan Investment Adv...
Tax Planning
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.
1.Owner/Landlord of Sunset Homes; Investment-related. Personal rental property. Start date: 9/01/2016. 8 hours per month. Personal residence. 2.Co-Founder/Instructor at Real Estate Financial Coach, LLC; Non-investment related. Providing CE for Financial Advisors. Start Date: 1/1/2022; 8 hours per month. No address.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Arlyn 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®
Start date: 2016
Experience
Current
January 22, 2020 - Present
RENOVATE FINANCIAL PLANNING
Office #1: 9298 Central Ave, Suite 400, Blaine, MN 55449RIA
CRD#: 305844
Blaine, MN
Current
March 28, 2025 - Present
SAVVY
RIA
CRD#: 318493
Forest Lake, MN
Past
January 30, 2014 - September 11, 2019
ADVISORNET WEALTH PARTNERS
RIA
CRD#: 113074
MINNEAPOLIS, MN
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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
Louisiana(6/14/2021)
IAR
Minnesota(1/22/2020)
Exams
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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