BJ
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
191 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M
Fee Structure
FBL Wealth Management's fees are based on the specific program selected. Fees for investment management services through FBL Wealth Management are not detailed in this document. Fees for financial planning services and retirement plan services are mentioned but not detailed. Minimum investment amounts are required, but the specific amount is not disclosed in this section.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
5400 University Ave, West Des Moines, IA, 50266
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020Denied
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 · 4 yrs 11 mos
Fbl Marketing Services, LLCBroker
January 2005 - Present · 21 yrs
State Registrations2 states
IAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.