JANSSON FINANCIAL SVCS

Overview

Jansson Financial Svcs operates as an independent registered investment adviser serving individual and family clients. The firm emphasizes fee-based portfolio management and financial planning for individuals and small businesses, supported by pension consulting where appropriate. Its business model combines advisory relationships with broker-dealer and insurance-broker activities, which gives advisers access to both discretionary advisory platforms and brokerage or insurance solutions when a non-advisory product is appropriate. Investment posture is equity‑tilted—managed accounts are built predominantly with exchange‑traded securities to deliver liquid, cost‑efficient market exposure. The firm charges clients primarily on a percentage of assets under management, supplemented by hourly fees for planning or consulting work. Jansson Financial Svcs does not position itself as an ESG specialist and appears to focus on traditional growth and income-oriented allocations within client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices