Bradley Jenson,
CFP®, AIF®
CERTIFIED FINANCIAL PLANNER®
Accredited Investment Fiduciary®Financial Advisor, RJFS
Brad began his professional career as a spiritual advisor, serving as a parish pastor for nearly twenty years prior to making the transition to financial services. He completed a B.A. at St. Olaf College in Northfield, MN and a Master of Divinity Degree at Luther Seminary in St. Paul, MN.
In 2002, he made the vocational transition from spiritual advisor to Financial Advisor and has been with Lake Superior Financial Services, Inc. since its inception (2009). He has found his skill-set developed as a spiritual advisor---that of establishing trusted relationships---is the core of the services he provides to clients as a CERTIFIED FINANCIAL PLANNER® professional.
Brad has been a strong believer in the importance of professional education which he has consistently pursued in financial services. In addition to achieving the prestigious CERTIFIED FINANCIAL PLANNER® certification, Brad completed the Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations. Brad’s professional memberships include the Financial Planning Association, the Investment & Wealth Institute, the Modern Elder Academy, the MIT AgeLab’s Preparing for Longevity Advisory Network (PLAN), the Society of Certified Senior Advisors, the Duluth Harbortown Rotary Club and the Kitchi Gammi Club.
In his free time, Brad enjoys travelling and is an avid reader of history, theology, and subjects related to human longevity. He is a co-author of The Essential Bible, Luther and Bach on the Magnificat: For Advent and Christmas, Bach’s St. John Passion for the Twenty-First Century: Musical and Theological Perspectives, and Join the Longevity Revolution: A Guide for Financial Advisors and Their Clients (foreword by Dr. Joseph F. Coughlin, founder and director of the MIT AgeLab). Brad is also a guest columnist for Rethinking65.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
