Brad Jensen

Brad Jensen is a seasoned financial industry leader with a distinguished career spanning education, financial planning, and executive leadership.

 

Brad earned his Bachelor of Science degree from the University of Northern Iowa in 1982, with a focus on economics and education. He began his career as a high school economics teacher and basketball coach, instilling in students both financial literacy and teamwork skills.

 

In 1987, Brad transitioned into financial planning, quickly establishing himself as a leader in the industry. By 1990, he became a partner at New York Life, rising to senior partner in 1993 and managing partner in 1996, where he oversaw operations in West Texas. His leadership continued to expand when he was promoted to managing partner for the state of Iowa, based in Des Moines, where he led a team of 76 financial representatives. Under his guidance, the Des Moines office earned the prestigious recognition of "Number 1 Place to Work" by the Des Moines Register.

 

With decades of experience in financial services, Brad has been instrumental in mentoring advisors, optimizing business growth strategies, and helping clients navigate the complexities of wealth management. His expertise spans financial planning, leadership development, and strategic marketing, making him a trusted resource in the industry.