Allen Basil Jenson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → Present
  Aig American General Life Insurance Company
  Foley, MN
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Foley, MN

Previous Registrations

• 2014-01-09 → 2023-09-01
  Osaic Services, Inc.
  Foley, MN

Other Businesses

1) CALIBER FINACIAL GROUP POSITION: Financial Advisor NATURE: We requesting approval to use this DBA to conduct our securities and insurance business under INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 05/01/1987 ADDRESS: 1109 115th Ave NE, Foley MN 56329, United States DESCRIPTION: I am the financial advisor seeing clients and helping them prepare for financial events in their lives. 2) NAVIGATOR FINANCIAL INC POSITION: President NATURE: Corporation was created for payroll intent and purpose. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/18/2006 ADDRESS: 1109 115th Ave NE, Foley MN 56329, United States DESCRIPTION: My job is to review payroll and conduct quarterly business meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-03