Best Investors Account Sign in
Inactive

Andrue Jorgensen

Bayntree Wealth Advisors, LLC

Scottsdale, AZ

Claim This Profile
Current Employers
Bayntree Wealth Advisors, Llc

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-01-04
  • AZ RA
    APPROVED
    Since 2023-01-04

Branch Locations

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jorgensen Enterprises, Llc Rigby ID 07/2016 07/2017
Unemployed Mesa AZ 07/2017 09/2017
Banner Wilson Phoenix AZ 09/2017 08/2019
Brigham Young University-Idaho Rexburg ID 09/2016 09/2018
Arizona State University Tempe AZ 09/2018 05/2020
M Group & Associates Tempe AZ 08/2019 12/2019
Minnesota Life Insurance Company St Paul MN 05/2020 10/2022
Securian Financial Services Inc St Paul MN 05/2020 10/2022
Renaissance Financial Phoenix AZ 05/2020 10/2022
Bayntree Wealth Advisors, Llc Scottsdale AZ 12/2022 Present
  • 07/2016 → 07/2017
    Jorgensen Enterprises, Llc
    Rigby, ID
  • 07/2017 → 09/2017
    Unemployed
    Mesa, AZ
  • 09/2017 → 08/2019
    Banner Wilson
    Phoenix, AZ
  • 09/2016 → 09/2018
    Brigham Young University-Idaho
    Rexburg, ID
  • 09/2018 → 05/2020
    Arizona State University
    Tempe, AZ
  • 08/2019 → 12/2019
    M Group & Associates
    Tempe, AZ
  • 05/2020 → 10/2022
    Minnesota Life Insurance Company
    St Paul, MN
  • 05/2020 → 10/2022
    Securian Financial Services Inc
    St Paul, MN
  • 05/2020 → 10/2022
    Renaissance Financial
    Phoenix, AZ
  • 12/2022 → Present
    Scottsdale, AZ
Previous Registrations
  • 2020-08-07 → 2022-10-20
    Securian Financial Services, Inc.
    Phoenix, AZ
Other Businesses

RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2020 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2020 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. PORSCHE CLUB OF AMERICA POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2021 ADDRESS: 9689 Gerwig Lane, Unit 4C/D, Columbia MD 21046, United States DESCRIPTION: I am the Sponsorship Chair for the Arizona Region of the Porsche Club of America.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-24
  • S66 Uniform Combined State Law Examination
    2020-07-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor