Albert
Jansen

Arbor Point Advisors

CRD#4437826
Investment Advisor
in Wichita, KS

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About this Advisor

Albert Jansen is a financial advisor based in Wichita, Kansas, working with Arbor Point Advisors. Albert has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Securities America, Inc, Arbor Point Advisors, and Osaic Wealth, Inc. Albert has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Albert is part of Arbor Point Advisors, which operates out of Wichita, Kansas. The firm has 147 offices and 2,643 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arbor Point Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10011 West 21St Street N, 109
Wichita, KS 67205

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Arbor Point Advisors Brokerage Details

Total Assets Under Management

$6,929,575,682

KS Average: $1,978,216,465
Total Number of Employees

2,643

KS Average: 226
Total Number of Accounts

28,010

KS Average: 7,467
Average Account Size

$247,396

KS Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Albert Jansen Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Arbor Point Advisors

2016 - 2018 (2 years)

Summit Brokerage Services, Inc

2016 - 2018 (2 years)

Summit Financial Group Inc

2012 - 2016 (4 years)

Vsr Financial Services, Inc

2012 - 2016 (4 years)

Vsr Advisory Services, Inc

Disclosures

Please visit the SEC profile of Albert Jansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arbor Point Advisors

Marissa Hammerstrom
Malaga, WA
Amy Clark
Boise, ID
Barry Smith
Pocatello, ID
William Webb
Omaha, NE
Gwendolyn Slater
Daytona Beach Shores, FL
Thomas Kerins
Omaha, NE
Curren Webb
Omaha, NE
April Wallace
Auburn, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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