Brenna R. Jensen-baucum
Professional summary
Brenna Renee Jensen-baucum, CFP®, who also goes by Brenna Renee Baucum, Brenna Baucum, Brenna Renee Jensen, is a registered financial advisor currently at COLLECTIVE WEALTH PLANNING located in Salem, Oregon.
Brenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brenna has worked at 2 firms and has passed the Series 65 exam.
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Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brenna Renee Jensen-baucum's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
December 13, 2022 - Present
COLLECTIVE WEALTH PLANNING
Office #1: 393 State St #230, Salem, OR 97301December 19, 2013 - April 21, 2021
THE H GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/13/2022)
Current Firm
COLLECTIVE WEALTH PLANNING
CRD#: 323657 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 35,985,340 |
Red Flags
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Company Information
COLLECTIVE WEALTH PLANNING
CRD#: 323657Salem, OR 97301TRUST BUT VERIFY
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