pic
9524052000
www.ajwfinancial.com
brett@ajwfinancial.com
Brett Jensen
AJW Financial, Inc.
3300 Edinborough Way, Suite 550, Edina, Minnesota, 55435


Bio

Brett holds the Certified Divorce Financial Analyst (CDFA®) designation, to continue serving clients in divorce financial planning. He started with AJW Financial, Inc. in 2009. With his background as a construction business owner and ministry facilitator for divorce and other family needs, Brett has experience with the practical side of finance (payroll, operations and human resources) as well as its emotional side. Brett is able to guide clients through the tough financial decisions divorce entails.

“We see people at all stages in life going through divorce and the result of their money habits. I enjoy being involved in a case, helping to generate a fair resolution for both clients.”

 

Business
Training
YearTraining TypeInstructorHours
2018 Promises & Challenges: Maintaining High Aspirations & Reasonable Expectations Ron Ousky, Attorney, Mediator 8.00
2017 Motivational Interviewing & Advanced Collaborative Training CLI Annual Forum 8.75
2017 Minnesota Child Support from Principal to Practicality Chip Rose 3.00
2017 Planning for Children with Special Needs in Collaborative Practice Judy Johnson & Deb Clemmensen 2.00
2016 Collaborating with Addiction CLI Annual Forum 7.00
2016 Family Mediation Training Mediation Center 40.00
2016 Crucial Conversations Training Ann Schaibley, J.D. 12.00
2015 Navigating Change: Working Through Stress and Building Resilience Through a Lifetime CLI Annual Forum 9.50
2013 Working with High Conflict Clients Bill Eddy, LICSW, JD, CFLS 7.00
2013 Advanced Collaborative Practice and Meditation Chip Rose 9.00
2011 Advanced Interdisciplinary Training CLI Annual Meeting 5.00
2010 Advanced Interdisciplinary Training CLI Annual Meeting – Dave Matthews 4.00
Areas of Practice

Collaborative Practice

Mediation

Financial Professional Services

  • Property division
  • Cash flow modeling and budget preparation
  • Projected cash flow evaluation based on various spousal maintenance and/or child support scenarios
  • Tax projections
  • Long-term/Retirement plan projections
  • Social Security optimization

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Registered Representa

Education

Postgraduate Education: Certified Divorce Financial Analyst Program, The Institute for Divorce Financial Analysts, 2012
Professional Licenses
  • Family Mediation Training, 2016
  • Microsoft Office Specialist (MOS) certification, 2011

Professional Designations

  • Certified Divorce Financial Analyst®, (CDFA)® 2012

 Professional Registrations

  • Series 7, General Securities Representative, 2016
  • Series 66, Uniform Combined State Law registration, 2016

 

 

 

Professional Activities

Collaborative Law Institute Treasurer

Members Area

Form page