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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
About Uncommon Cents Investing
Uncommon Cents Investing is a fee-only, fiduciary RIA in Janesville, WI serving Rock County clients with comprehensive financial planning and in-house investment management geared to retirement goals and risk management. The firm emphasizes a hands-on, family-business approach and keeps portfolio management internal; public filings indicate an ETF-centric portfolio and Charles Schwab as a key custodian.
Reported data analysis
What the numbers show
Between January 31, 2025 and August 25, 2026, reported AUM increased 24.5%, from $417.4M to $519.6M.
Across 5 reported observations, AUM increased 62.7% between June 22, 2022 and August 25, 2026, from $319.3M to $519.6M.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 3 advisory representatives and 592 clients, or 197.3 clients per representative. That equates to $877.7K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Uncommon Cents Investing record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SHEENA MARIE HANSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5288483
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHN D BERKLEY
Investment Advisor Representative
- CRD
- #809543
Kristy L Jorgensen
--
- CRD
- #7937396
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,136,599 | $459,872 |
| Non-Discretionary | $5,461,867 | $1,820,622 |
| Total | $519,598,466 | $463,513 |
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Separately Managed Accounts
SMA allocation detail is available
Uncommon Cents Investing has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Uncommon Cents Investing's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.