Andrue Jorgensen

Employer firm

Bayntree Wealth Advisors, LLC CRD 226708

$241M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Bayntree Wealth Advisors, Llc
  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

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