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Current Employers
Fbl Wealth Management, Llc

5400 University Avenue, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-14
OK RA APPROVED 2018-08-19
  • TX RA
    APPROVED_RES
    Since 2022-07-14
  • OK RA
    APPROVED
    Since 2018-08-19

Branch Locations

5400 University Ave, West Des Moines, IA 50266 • 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
Fbl Marketing Services West Des Moines IA 05/1996 Present
Farm Bureau Financial Services West Des Moines IA 03/1996 Present
  • 05/1996 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 03/1996 → Present
    Farm Bureau Financial Services
    West Des Moines, IA
Previous Registrations
  • 2009-09-18 → 2018-08-17
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) CARL MCCARTHICK, PO 2463 ARDMORE, OK 73402; FARMING; OWNER; 9/1/2005; 10 HRS/MO. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 3) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; OKLAHOMA CITY OK; INSURANCE AGENT SINCE 03/01/1996; FULL TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 4) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 5) Mack 142 LLC; Not investment related; 4350 Refinery Rd, Ardmore, OK 73401; Registered Agent; OTHER: To hold real estate and limit liability exposure; 5-30-2019; 1 hr/mo; 0 hrs during trading; 50% owner. 6) CWAY LLC; Not Investment Related; PO Box 2436 Ardmore, OK 73402 / 4350 Refinery Rd Ardmore OK 73401; Owner; Rental Property, Real Estate Investment; Start 3-7-23; 20 HR/MO; 0 HR during trading; Buying real estate for investment income. 7) GatMar Holdings LLC,Is Not Investment Related,4350 Refinery Road, , Ardmore, OK, 73401, United States, CONSTUCTION/ DEMALITON WAST MANAGEMENT, Owner/pres,7/1/2026,2 hours per month,0 hours per month during trading hours, Other Compensation, BUYING Machinery And managing assets as they materialize inside the company. Most of these assets will be trailers and machinery to do the demolition waste management or Clean up. Single member LLC, Compensation is Distribution of Profits.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-17
S63 Uniform Securities Agent State Law Examination 1988-05-23
  • S65 Uniform Investment Adviser Law Examination
    2009-09-17
  • S63 Uniform Securities Agent State Law Examination
    1988-05-23

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