Jay van Beusekom

About Jay van Beusekom

I deliver full-service retirement strategies for my clients through creative, well-thought-out planning. With my extensive wealth and risk management experience, I service people who are approaching retirement, retirees and successful entrepreneurs. As a Financial Advisor, I strive to be the foundation to support and guide my clients here in the Milwaukee area as a lifelong resource.

Experience

1. Financial Advisor

   Mutual of Omaha

   Jan 1985 — Present

   Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎ Insurance Licensed in: Wisconsin & Illinois ‎2. ‎ Disclosure: ‎ ‎3.‎ Securities and advisory services offered through Mutual of Omaha Investor Services, Inc, Member FINRA ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.

Education

• University of Wisconsin-La Crosse

  Bachelor of Science (BS)

  1980 — 1982

Skills

• Disability Insurance
• Life & Health Insurance Licenses
• Strategic Financial Planning
• Portfolio Management
• Income Protection
• Business Continuity Planning
• Wealth Management Services
• Retirement Planning
• Financial Analysis
• Asset Management
• Long-Term Care
• Investments
• Fixed Annuities
• Customer Service