Front Street Capital Management
44yrs
Top advisor by experience in Missoula
32yrs
Based in Missoula, Montana, Alan Jensen is a fiduciary financial advisor with 32 years of industry experience. Alan has been with LPL Financial since 2021; before that, Alan spent 13 years at Wells Fargo Advisors and a year at A. G. Edwards & Sons. Alan holds the CFP® designation.
One of 157 advisors with offices in Missoula, and one of 149 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
OfficeMissoula, MT
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2008 – 2021Wells Fargo Clearing Services, LLCPreviously
- Mar 2007 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact Alan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Alan. Missoula, MTOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call LPL Financial at (704) 733-3300 and ask for Alan Jensen. Alan works from the Missoula, MT office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Alan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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