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Beau Jeffrey Jorgensen

FBL Wealth Management, LLC

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About Beau Jeffrey Jorgensen

Beau Jeffrey Jorgensen is a registered representative with FBL Wealth Management, LLC, and has been active in the financial industry since January 31, 2005. Beau holds Series 6, 7TO, 63 and 66 securities licenses. Beau is registered with the state of Iowa as well as Minnesota. Beau is also an insurance agent and works with Farm Bureau Life and Farm Bureau Property and Casualty. In addition to working with FBL Wealth Management, LLC, Beau also manages a DBA for insurance sales, Jorgensen Agency, Inc., since April 1, 2017.

Firm Information

Beau Jorgensen is currently registered with FBL Wealth Management, LLC. FBL Wealth Management, LLC is a wealth management firm based in West Des Moines, Iowa. They offer a variety of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $8.63 million in assets for high-net-worth individuals.
FBL Wealth Management, LLC

5400 UNIVERSITY AVENUE

WEST DES MOINES, IA 50266

$8.63M

Assets Under Management

5,053

Total Clients

167

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party management fees

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Beau Jorgensen’s Registration & Firm History

IA

02/08/2021 - Present

FBL Wealth Management, LLC (West Des Moines IA)

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Licenses & Designations

BOTH

Issued 02/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Beau Jeffrey Jorgensen. Review regulatory record here.
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