Paul Daniel Jensen

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2012 → 11/2020
  Wells Fargo Bank, Na
  Overland Park, KS
• 04/2018 → 11/2020
  Wells Fargo Clearing Services, Llc
  Overland Park, KS
• 12/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2018-11-08 → 2020-11-04
  Wells Fargo Clearing Services, Llc
  Overland Park, KS
  Omaha, NE
  Leawood, KS
  Mission Woods, KS

Other Businesses

Jensen Accounting; not investment related; Kansas City, MO; Tax preparation; Sole proprietor; Start 3/12/2026;; 4 hours / month; 0 hours / month during securities trading hours; prepare tax returns for family members

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-08
• S63 Uniform Securities Agent State Law Examination
  2018-09-13

Other Names

• Paul Jensen