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Breanna Ruth Jensen

Advisor at Petros Family Wealth, LLC — Bloomington, MN

Updated today

Credentials

CFP®, Series 65

Experience

3 years

Location

Bloomington, MN 55437

Petros Family Wealth, LLC logo

Petros Family Wealth, LLC

Team

Total advisors

8

Clients per advisor

66 High

Avg AUM per client

$637,629 Low

HNW client ratio

16% Low

About

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

Client services

Based on Petros Family Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Petros Family Wealth, LLC

Tax-loss harvesting Wealth management Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Based on Petros Family Wealth, LLC

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.40% $1,000,000 - $3,000,000: 1.25% $3,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Other

Fee-only: Financial planning and consulting services billed on a fixed fee basis ranging from $500 to $10,000 depending on complexity

Location

Bloomington, MN

8500 Normandale Lake Blvd, Suite 850

Bloomington MN 55437

Advisors at this office

8

Most active in

Minnesota

Work history

3 years of industry experience

Petros Family Wealth, LLC

2023 - Present • 3 years

Bloomington, MN

Wells Fargo Advisors

2022 - 2023 • 1 year

Bloomington, MN

Bethel University

2022 - 2023 • 1 year

Arden Hills, MN

Chick fil A

2022 - 2022 • 1 year

Arden Hills, MN

Bethel University

2021 - 2022 • 1 year

Arden Hills, MN

Primerica

2021 - 2022 • 1 year

Bettendorf, IA

Bethel University

2020 - 2021 • 1 year

Arden Hills, MN

Bethel University

2020 - 2023 • 3 years

Arden Hills, MN

Dunn Brothers Coffee

2019 - 2020 • 1 year

Davenport, IA

Bettendorf High School

2016 - 2020 • 4 years

Bettendorf, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Adam D

CFP®

Lakeville, MN

PairOne Private Wealth

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)
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Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management
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Eric H

CFP®, CFA®, Series 66

Minneapolis, MN

Allodium Investment Consultants, LLC

Eric Hutchens is a financial advisor with Allodium Investment Consultants, LLC, holding CFP®, CFA®, and Series 66 designations and bringing 18 years of industry experience. He has been with Allodium since 2015. Allodium Investment Consultants serves a diverse client base including individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, focusing on low-cost, tax-advantaged, passively oriented investments implemented via mutual funds, ETFs, and third-party managers, with customized portfolios and ongoing monitoring.

General retirement planning Concentrated stock management

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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