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TJ

Thomas Jensen

KUSSKE FINANCIAL
Burnsville, MN 55337
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CRD#: 7836693
TJ

Professional summary


Thomas Jensen is a registered financial advisor currently at KUSSKE FINANCIAL, INC. located in Burnsville, Minnesota.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm and has passed the Series 65 and SIE 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thomas 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®
None

Experience


Current

October 8, 2024 - Present

KUSSKE FINANCIAL, INC.

Office #1: 11980 Portland Ave S, Burnsville, MN 55337
RIA
CRD#: 299967
Burnsville, 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
(10/8/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/2/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/9/2024
Securities Industry Essentials Examination

Current Firm


KF
KUSSKE FINANCIAL, INC.
KUSSKE FINANCIAL, INC.

CRD#: 299967 / SEC#:

Minnesota
Registered Investment Advisory firm - (1/16/2020 Approved)
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Contact information


Main Address
11980 Portland Ave S, Burnsville, MN 55337
Mailing Address
Phone number
(952) 895-6963
Established
Firm type
Fiscal year end
# of Employees
8

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 3,173,558

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


KUSSKE FINANCIAL, INC.

CRD#: 299967Burnsville, MN 55337

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