Jennifer Ray Bertheussen, CDFA

Jennifer Ray is a seasoned investment professional with experience in the financial markets since 1992. Formerly with Wall Street firms, Prudential Securities and Morgan Stanley. After five years with Morgan Stanley, Jennifer was #3 in an office of 30 brokers. Jenco Financial Services was founded February 2003.

Jennifer holds security Licenses Series 7 and 63, Managed Futures License 31 and managed Money License 65. She also is a licensed Insurance agent for Life, Health, Long-term Care Insurance and Annuities, Certified Financial Planner® (the Gold Standard for Financial Planning) and Certified Divorce Financial Analyst™. Jennifer is also a designated Retirement Planning Specialist and company benefits consultant. Jennifer is also registered with the IRS as a professional tax preparer and prepares taxes during the tax season.  And, just for fun, has her Certified TV Producer license. Jennifer produces and hosts three television shows on subjects of personal passion, Got Money? and Got Animals? and The Pulse for the Lake Minnetonka Community Commission.

Jennifer has been a passionate life-long volunteer. Currently serving as a Board Member for the Cooperative Practice Network.

In 2000 Jennifer helped found the Lundstrum Center for the Performing Arts after her mentor and teacher of 28 years, Dorothy Lundstrum. As Director and Officer from 2000-2004 Jennifer established a secure financial stream of income to support this non-profit.

Jennifer is a proud member of the following Organizations: Cooperative Practice Network, Member of the Board; The Minnesota State Bar Association; Institute for Financial Economics; Marsh Winds Toastmasters - former Director and Officer; The Lundstrum Center for the Performing Arts, former Director and Officer currently serving as Advisory Councel; Science Museum of Minnesota; Past delegate of United We Stand America: Humane Society of the United States; Arabian Horse Association, member of the Minnesota Bluebird Recovery Program; last but not least, very active member and volunteer for Pet Haven of Minnesota.

Personal passions, animals/wildlife, the arts, gardening and family.