Rooted in West Union, Serving Northeast Iowa

The People Behind Jensen Complete Wealth

A small, independent team means every client works directly with people who know this community—not a call center, not a rotating cast. Here's who you'll actually be working with.

Hear It Directly

100% Purpose Driven

In his own words, Travis shares why he founded an independent practice—and what that independence means for the families he serves.

  • What "100% purpose driven" actually means to him
  • The gaps he kept noticing in friends' and neighbors' financial plans
  • What local ownership means for acting in your best interest
Why It Matters

Not All Financial Advice Is Held to the Same Standard

Many financial professionals only have to recommend products that are "suitable"—not necessarily what's best for you. Fiduciaries operate under a stricter, legally enforceable duty.

Three words define how we work with you: Independent. Fee-Based. Fiduciary.

What Sets Us Apart

Three Commitments That Shape Every Recommendation

01

Independently Owned

We are not owned by a bank, insurance carrier, or broker-dealer with products to move. Our only obligation is to the families and farms we serve in Northeast Iowa.

02

Fee-Based Compensation

We're primarily compensated through transparent fees, disclosed upfront. Where a recommendation involves any other form of compensation, our legal duty as a fiduciary still requires it to serve your best interest first.

03

Fiduciary Standard

As fiduciaries, we are legally required to act in your best interest at all times—not merely to recommend something "suitable."

The Difference in Practice

Fiduciary vs. Commission-Based Advice

The standard your advisor operates under shapes every recommendation you receive.

Consideration
Jensen Complete Wealth
Typical Commission-Based Model
Legal standard
Fiduciary — best interest, always
Suitability — "good enough" is sufficient
Compensation
Fee-based, disclosed upfront
Often undisclosed or bundled into product cost
Ownership
Independently owned
Often owned by a bank or product sponsor
Product shelf
Open, unaffiliated
Frequently limited to proprietary products
Conflict of interest
Governed by fiduciary duty
Inherent to how advisors are paid

See how this fiduciary standard shapes everything we offer → Learn more

Travis Jensen, Founder of Jensen Complete Wealth
AAMS® CRPC®

Travis Jensen

Founder

Travis founded Jensen Complete Wealth with a clear focus: serving clients more completely than the corporate model allowed. He started his career with a large national firm, and the relationships and lessons from those years still shape how he works—but he came to believe there was a better way to serve the families he'd grown close to, which meant embracing the independent channel and building his own practice.

Family comes first for Travis. He and his wife, Arianna, welcomed their son, Roman, on Christmas Eve of 2023, and the three of them—usually with their two dogs, Sunny and Piper—spend as much time together as possible. Travis grew up just outside West Union, Arianna grew up in Fort Atkinson, and Northeast Iowa is home for good.

He currently sits on the boards of the West Union Recreation Foundation and the Pleasant Valley Sports Club. Outside the office, you'll usually find him on the golf course or the pickleball court.

Kristen Strabala, Client Service Manager at Jensen Complete Wealth

Kristen Strabala

Client Service Manager

As Client Service Manager, Kristen is often the first friendly face and voice clients connect with at Jensen Complete Wealth. She holds a master's degree in social work and is a certified financial social worker, which shapes how she approaches every client interaction—with genuine attention to wellbeing, not just paperwork.

Kristen lives in West Union with her husband, David, and their daughters, Ellie and Claire. Being close to family (especially her twin sister), a good cup of decaf coffee, and time at the West Union Rec Center round out what she loves about calling this community home.

Brian Jensen, Servicing Advisor at Jensen Complete Wealth

Brian Jensen

Servicing Advisor

Brian joined Jensen Complete Wealth as an unlicensed assistant, bringing a background in agriculture, program management, and small business operations. A 2019 Iowa State graduate, he began his career with the USDA, helping landowners and farmers navigate government programs and Farm Bill contracts.

More recently, Brian ran his own local service businesses—an experience that sharpened his belief in the value of real customer service and clear communication. He lives just outside Elgin along the Turkey River, and outside of work you'll find him on the pickleball court or tending to his honeybees. His focus at the firm is making sure clients feel organized, informed, and confident every step of the way.

Strategic Partnerships

The Best Outcomes Happen When Every Piece Works Together

We coordinate directly with experienced tax and accounting professionals so your investment, retirement, and tax strategies stay aligned—not working against each other.

Jared Kremer, CPA, Strategic Partner CPA, MBA

Jared Kremer, CPA, MBA

Strategic Partner — Kremer-Kehe Tax & Accounting

Jared founded Kremer-Kehe Tax & Accounting in 2009 and has spent more than 25 years in tax, accounting, financial services, and small business consulting, serving individuals, families, and business owners across Northeast Iowa.

Working alongside our team, Jared helps integrate proactive tax planning with retirement income planning and investment management—identifying tax-saving opportunities and helping clients make more informed long-term decisions with a genuinely 360-degree view of their financial picture.

Jared Kremer is a Strategic Partner and is not an employee of Jensen Complete Wealth. Jensen Complete Wealth and Kremer-Kehe Tax & Accounting are separate entities. A referral arrangement exists, and referral fees may be received, which may create a financial incentive to recommend services. Clients are under no obligation to use any referred provider.

Common Questions

Fiduciary & Independence FAQs

What does "fiduciary" actually mean?
A fiduciary is legally required to act in a client's best interest at all times, rather than simply recommending something that is merely "suitable." It's an enforceable standard of care, not a marketing claim.
Why does independent ownership matter?
Firms owned by a bank, insurance carrier, or broker-dealer often face pressure—explicit or implicit—to favor proprietary products. Independent ownership removes that structural conflict, giving us an open shelf to recommend what genuinely fits your situation.
How can I verify an advisor's fiduciary status?
You can review a firm's Form ADV, which is filed with the SEC or state regulators and discloses compensation structure, conflicts of interest, and fiduciary status. We're glad to provide ours directly.
Does being a fiduciary cost more?
Not inherently. Fee structures vary by firm and service, but the value of fiduciary, independent advice comes from a legal duty to act in your best interest—not necessarily a higher price tag. We disclose our fee structure clearly before any engagement begins.
Address 109 Adams St, West Union, IA 52175

Let's Make Sure Your Legacy Shines Bright for Generations.

Whether it's your first conversation or your next annual review, our team is here for it.