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EJ

Erik J. Jensen

LOGAN PARK WEALTH MANAGEMENT
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 6664152
EJ

Professional summary

Erik Jon Jensen is a registered financial advisor currently at LOGAN PARK WEALTH MANAGEMENT located in Minneapolis, Minnesota.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Erik has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Jon 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®
None

Experience

Current

November 17, 2025 - Present

LOGAN PARK WEALTH MANAGEMENT

Office #1: 121 S. 8th Street Suite 1110, Minneapolis, MN 55402
RIA
CRD#: 299007
Minneapolis, MN
Past

June 30, 2022 - November 10, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BLOOMINGTON, MN
Past

June 30, 2022 - November 10, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BLOOMINGTON, MN
Past

May 16, 2018 - June 27, 2022

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Wayzata, MN
Past

May 16, 2018 - June 27, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Wayzata, MN
Past

August 25, 2016 - February 27, 2017

MORGAN STANLEY

RIA
CRD#: 149777
SIOUX FALLS, SD
Past

July 22, 2016 - February 27, 2017

MORGAN STANLEY

BD
CRD#: 149777
SIOUX FALLS, SD

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".
LP
LOGAN PARK WEALTH MANAGEMENT
LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA
Registered Investment Advisory firm - (7/26/2019 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
Minnesota
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/25/2016
Uniform Combined 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: 7/22/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/21/2019
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/25/2019
General Securities Sales Supervisor - Options Module Examination

Current Firm

LP
LOGAN PARK WEALTH MANAGEMENT
LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA
Registered Investment Advisory firm - (7/26/2019 Approved)
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Contact information

Main Address
121 S. 8th Street Suite 1110, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 315-2105
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (12 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

LOGAN PARK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/6/2026)

Regulatory assets under management

Total Number of Accounts1,452
AUM (Assets Under Management)$ 464,828,488

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

LOGAN PARK WEALTH MANAGEMENT

CRD#: 299007Minneapolis, MN 55402

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