Albert Allen Jansen

Current Employers

Employment History

• 10/2012 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 10/2012 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 09/2016 → 10/2018
  Summit Brokerage Services, Inc.
  Wichita, KS
• 09/2016 → 10/2018
  Summit Financial Group Inc
  Boca Raton, FL
• 10/2018 → 06/2024
  Securities America, Inc.
  Wichita, KS
• 10/2018 → 11/2024
  Arbor Point Advisors
  Wichita, KS
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wichita, KS
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2018-10-08 → 2024-11-08
  Arbor Point Advisors
  Wichita, KS
• 2016-09-01 → 2018-12-15
  Summit Financial Group Inc
  Wichita, KS
• 2012-10-19 → 2016-09-01
  Vsr Financial Services, Inc.
  Wichita, KS
  Overland Park, KS
• 2002-01-02 → 2012-10-29
  Ubs Financial Services Inc.
  Wichita, KS
  Wichita, KS

Other Businesses

Arbor Point Advisory Position: IAR Nature: Arbor Point Investment Related: Yes Hours: 160 Securities Trading Hours: 140 Start Date: 04/27/2018 Address: 12325 Port Grace Blvd, La Vista NE 68128, United States Albert A. Jansen Jr CPA Position: Owner Nature: Tax & Accounting Consulting Practice Investment Related: No Hours: 30 Securities Trading Hours: 8 Start Date: 09/01/2012 Address: 10011 W. 21st St, Suite 109, Wichita KS 67205, United States Jansen Rentals Position: owner Nature: rental real estate Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 06/01/1986 Address: 2420 N. 191st Circle W., Colwich KS 67030, United States HERITAGE PRIVATE WEALTH MANAGEMENT, LLC - DBA HERITAGE PRIVATE WEALTH MANAGEMENT, LLC POSITION: owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 10/19/2012 ADDRESS: 10011 W 21st St, Suite 109, Wichita KS 67205, United States DESCRIPTION: Insurance sales as needed for financial planning clients OJP INVESTMENTS, LLC POSITION: member NATURE: farmland INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2011 ADDRESS: 2420 N. 191st Circle W., Colwich KS 67030, United States DESCRIPTION: Manage farmland ADK INVESTMENTS, LLC POSITION: Member NATURE: This LLC was setup in 2021 to hold assets me and my 2 sister inherited when my mother died. There was farmland and a house and rather than hold a 1/3 undivided interest it was easier to hold in an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 07/16/2021 ADDRESS: 2420 N. 191st St Circle W., Colwich KS 67030, United States DESCRIPTION: I keep accounting records, deal with tenant in rental house as needed, decisions on farm land

Exams

• S66 Uniform Combined State Law Examination
  2001-10-15