Beau Jeffrey Jorgensen

Fbl Wealth Management, LLC

20 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate Investing

Fbl Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

191 advisors

Number of Clients

7,106 clients

Average Client Portfolio

$1K average

Assets Under Management

$8.7M

Fee Structure

Minimum Investment:$1M

Location

5400 University Ave, West Des Moines, IA, 50266

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History

Regulatory History (1)

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Customer Dispute

January 2020

Denied

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Other Business ActivitiesSells Insurance

Beau is a full-time insurance agent with Farm Bureau Life, Farm Bureau Property and Casualty, and their affiliates since 2005. He also has an insurance sales DBA, Jorgensen Agency, Inc., since 2017.

Employment History

Current Registrations

Fbl Wealth Management, LLC

February 2021 - Present · 5 yrs

Fbl Marketing Services, LLCBroker

January 2005 - Present · 21 yrs 1 mo

State Registrations2 states

IAMN

AdvisorBrokerBoth

Exams

No exam information available for this advisor.