Andrue Jorgensen
Investment adviser representative at Bayntree Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$241.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bayntree Wealth Advisors, LLCDec 2022 to now
- Minnesota Life Insurance CompanyMay 2020 to Oct 2022
- Renaissance FinancialMay 2020 to Oct 2022
- Securian Financial Services IncMay 2020 to Oct 2022
- M Group & AssociatesAug 2019 to Dec 2019
- Arizona State UniversitySep 2018 to May 2020
- Banner WilsonSep 2017 to Aug 2019
- UnemployedJul 2017 to Sep 2017
- Brigham Young University-idahoSep 2016 to Sep 2018
- Jorgensen Enterprises, LLCJul 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Bayntree Wealth Advisors, LLC
$241.1MAssets managed
510Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7252844
- Firm CRD
- 226708