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David Robert Jensen

Member / Wealth AdvisorAvaii Wealth Management, LLCCRD 5391883

About David Robert Jensen

David Robert Jensen is listed as Member / Wealth Advisor at Avaii Wealth Management, LLC in Appleton, WI. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Avaii Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Robert Jensen work?

David Robert Jensen is listed as Member / Wealth Advisor at Avaii Wealth Management, LLC on SEC Form ADV.

How much of Avaii Wealth Management, LLC does David Robert Jensen own?

Form ADV reports a beneficial ownership band of 10-25%.

Avaii Wealth Management, LLC

TitleMember / Wealth Advisor
Ownership10-25%
Control personNo
Since2024