Amy Jensen Wolff

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 01/2002 → Present
  Ajw Financial Inc.
  Minneapolis, MN
• 01/2006 → 01/2024
  Collaborative Associates, Inc.
  Minneapolis, MN
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2012 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 09/2021 → Present
  Ajw Financial, Inc. Dba Divorce Financially
  Edina, MN
• 11/2022 → Present
  Wolff Creek Ajw, Llc
  Lakeville, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2023 → Present
  Xbrezzo, Llc
  Edina, MN
• 06/2024 → 01/2025
  Collaborative Alliance Inc.
  Minnetonka, MN
• 01/2025 → Present
  Collaborative Alliance Inc Dba The Colab Suites
  Minnetonka, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. AJW FINANCIAL INC, DBA AJW FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND DIVORCE FINANCIAL PLANNING, STARTED 12/2016, PARTNER, APX 40 HOUR PER WEEK, 32.5 DURING TRADING HOUR, FINANCIAL PLANNING AND DIVORCE FINANACIAL PLANNING 3. DAISY CAMP, BOARD MEMBER, NON PROFIT THAT PROVIDES DIVORCE RESOURCES AND EDUCATION TO THE PUBLIC, FOCUSED ON WOMEN, 2 HOURS PER WEEK, NON INVESTMENT RELATED; 4. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; 5. NAME OF OTHER BUSINESS: REAL ESTATE HOME RENTAL, INVESTMENT RELATED: NO, NATURE OF BUSINESS: RENTAL REAL ESTATE, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 12-1-2011, APPROX NUMBER OF HOURS PER MONTH: 1, BRIEF DESCRIPTION OF DUTIES: DUTIES ASSOCIATED WITH PROPERTY OWNERSHIP; 6. NAME OF OTHER BUSINESS: AJW FINANCIAL, INC. DBA DIVORCE FINANCIALLY ; INVESTMENT RELATED: NO ; ADDRESS: 3300 EDINBOROUGH WAY SUITE 550 EDINA, MN 55435 ; NATURE OF BUSINESS: DIVORCE FINANCIAL PLANNING ; START DATE: 9/2021 ; POSITION/TITLE/RELATIONSHIP:DIVORCE PLANNER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: DIVORCE PLANNING FOR INDIVIDUALS AND COUPLES SUCH AS CONSTRUCTING BALANCE SHEETS, BUDGETS, ETC ; 7. NAME OF OTHER BUSINESS: WOLFF CREEK AJW, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: FARMING, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENT LAND TO LOCAL FARMER FOR FARMING; 8. NAME OF OTHER BUSINESS: XBREZZO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTOMATED TOOLS/SOFTWARE FOR DIVORCE PROFESSIONALS; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: PART OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE INSIGHT ON DIVORCE PROCESS TO THE FINTECH PARTNERS FOR CREATION OF TOOLS & SOFTWARE. WORK JOINTLY ON STRATEGIC PLAN AS WELL AS MARKETING PLAN FOR THE COMPANY; 9. NAME OF OTHER BUSINESS: COLLABORATIVE ALLIANCE INC DBA THE COLAB SUITES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXECUTIVE SUITE AND CO WORKER SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT OF EXECUTIVE SUITES; 10. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY SERVICES; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-24

Designations

• Certified Financial Planner

Other Names

• Amy Renee Jensen
• Amy Renee Jensenwolff
• Amy Jensen Wolff
• Amy Renee Jensen-Wolff
• Amy Renee Wolff