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Catherine Elizabeth Jenson

Beacon Pointe Advisors, LLC

Newport Beach, CA

Lake Elmo, MN

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-02
TX RA APPROVED 2025-03-14
WI RA APPROVED 2024-12-03
  • MN RA
    APPROVED
    Since 2026-06-02
  • TX RA
    APPROVED
    Since 2025-03-14
  • WI RA
    APPROVED
    Since 2024-12-03

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

8665 Hudson Blvd N, Lake Elmo, MN 55042 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Thrivent Investment Management Inc Lake Elmo MN 09/2014 08/2022
Thrivent Financial Appleton WI 03/2015 12/2019
Thrivent Advisor Network, Llc Lake Elmo MN 05/2020 08/2022
Purshe Kaplan Sterling Investments, Inc. Albany NY 07/2020 03/2025
Landmark Wealth Management Group Lake Elmo MN 08/2022 10/2024
Beacon Pointe Advisors, Llc Lake Elmo MN 10/2024 Present
Beacon Pointe Insurance Services, Llc Lake Elmo MN 10/2024 Present
  • 09/2014 → 08/2022
    Lake Elmo, MN
  • 03/2015 → 12/2019
    Thrivent Financial
    Appleton, WI
  • 05/2020 → 08/2022
    Lake Elmo, MN
  • 07/2020 → 03/2025
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 08/2022 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 10/2024 → Present
    Lake Elmo, MN
  • 10/2024 → Present
    Beacon Pointe Insurance Services, Llc
    Lake Elmo, MN
Previous Registrations
Other Businesses

(1) BEACON POINTE INSURANCE SERVICES, LLC. INVESTMENT RELATED: No. ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660. NATURE OF BUSINESS: Insurance Agency. POSITION/TITLE: Agent. START DATE: 10/2024. HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. . DUTIES: Sale of insurance products (life/health/accident); (2) SPES AGRARIUS, LLC POSITION: Owner/Member NATURE: this LLC is for land ownership, maintenance, rental. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2005 ADDRESS: E8644 620th Ave, Elk Mound WI 54739, United States DESCRIPTION: No duties; (3) Whatnot Reseller: Not Investment-related; Elk Mound, WI; Position: Online Reseller; Start date: 01/2026; 15 HRS/MO devoted to OBA; 0 HRS/MO during trading hours; Duties: buy/sell clothing and accessories.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-12
S63 Uniform Securities Agent State Law Examination 2014-12-18
  • S65 Uniform Investment Adviser Law Examination
    2017-01-12
  • S63 Uniform Securities Agent State Law Examination
    2014-12-18
Designations
Other Names
  • Catherine Elizabeth Draxler
  • Cathy Jenson

View on SEC IAPD

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