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Brenna Renee Jensen-Baucum

Collective Wealth Planning

Salem, OR

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Current Employers
Collective Wealth Planning

393 State St #230, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-12-13
  • OR RA
    APPROVED
    Since 2022-12-13

Branch Locations

393 State St #230, Salem, OR 97301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The H Group, Inc Salem OR 06/2013 03/2021
Collective Wealth Planning Llc Salem OR 06/2022 Present
Money Quotient, Inc. Salem OR 04/2021 Present
  • 06/2013 → 03/2021
    The H Group, Inc
    Salem, OR
  • 06/2022 → Present
    Collective Wealth Planning Llc
    Salem, OR
  • 04/2021 → Present
    Money Quotient, Inc.
    Salem, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-19
  • S65 Uniform Investment Adviser Law Examination
    2013-12-19
Designations
Other Names
  • Brenna Renee Jensen
  • Brenna Renee Baucum
  • Brenna Renee Jensen-Baucum
  • Brenna Baucum

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
KEUDELL MORRISON WEALTH MANAGEMENT, LLC · SALEM, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR

More in Salem, OR

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