Jay Van Beusekom Financial Advisor, LLC.

CONNECT

Address:

11270 W Park Place, Suite 980
Milwaukee, WI 53224

Phone:

(414) 359-1756

Fax/Other:

(414) 359-1758

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Jay Van Beusekom, Financial Advisor LLC.
Helping to take the confusion out of retirement!


I opened my insurance and financial services practice in 1985 and continually enhance my skill set to best assist you by pursuing additional education. 

Here are some of my industry credentials, memberships,
and achievements:


Uniform Investment Adviser Law Examination (Series 65)

Investment Company/Variable Contracts Products Limited Representative (Series 6)

Uniform Securities Agent State Law Examination (Series 63)

Registered Health Underwriter (RHU)

Life Underwriting Training Council Fellow (LUTCF)

Active member of the National Association of Insurance and Financial Advisors (NAIFA) since 1985

NAIFA National Sales Achievement Award Recipient in 1997-2005, 2007, 2009, and 2010*

NAIFA National Quality Award Recipient in 2007**

Previous Director of Membership for NAIFA: Southeastern WI Chapter

Qualifying and lifetime member of the Million Dollar Round Table (MDRT) since 1998***

Chairman's Council at Mutual of Omaha since 1999****

*Awarded by National Association of Insurance and Financial Advisors (NAIFA) to members in good standing, working fulltime in the insurance or other closely related financial services profession, sold a minimum of 100 paid policies in the prior year.

**Awarded by National Association of Insurance and Financial Advisors (NAIFA) to members in good standing, working fulltime in the insurance or other closely related financial services profession, who wrote a minimum of 40 life policies and achieved a 90% persistency for a minimum of 13 months.
 

***Million Dollar Round Table (MDRT) is a professional association of life insurance and financial services professionals. Qualification is based on certain production requirements.

**** The Mutual of Omaha Chairman's Council award is a production based award and is not based off of any client or investment experience.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck