Retire confidently

Plan today, for tomorrow

Mark & Sam

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Chess board

Mark Jenson

Senior Vice President–Wealth Management

For more than 20 years, Mark has been earning the trust of his clients with a holistic, thoughtful approach to wealth management.  Mark enjoys his client-advisor relationships and trustfully serves them with financial planning in every stage of life.

Mark and his wife Vicky live in Alexandria, MN and have 3 adult children, Sam, Anna, and Ben as well as a couple black labs.  Mark is dedicated to serving the youth in the community by being on the Board of Directors for FCA Hockey and Northstar Christian Academy.  In his free time you can find Mark training his labs to compete nationally in field trials, spending time on a mountain bike trail, or cruising around the lake on the pontoon. 

Registered States:
  • AL
  • AR
  • AZ
  • CO
  • FL
  • GA
  • IA
  • MD
  • MN
  • ND
  • NV
  • NY
  • OR
  • TX
  • WA
  • WI

Retirement planning
Investing
Asset allocation
Business Owners
324 Broadway Street
Suite 201
Alexandria, MN 56308
  • (800) 366-0213

Email Me

Building multicultural wealth, together

Building multicultural wealth, together

two men planning

Ready to sell your business?

The five hallmarks of a successful sale

Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

Financial strength

Driving confidence.
A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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