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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-07-10 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitrust Marketing Serv Llc/Farm Buraeu | West Des Moines | IA | 09/2002 | Present |
| Rurual Insurance | Kenoshi | WI | 09/2002 | Present |
1) FARM BUREAU LIFE AND AFFILIATES, WEST DES MOINES IA, RURAL MUTUAL INSURANCE COMPANY AND AFFILIATES, MADISON WI, INSURANCE NOT INVESTMENT RELATED, INSURANCE AGENT SINCE 10/01/2002, 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. 2) 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. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM 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. 4) Nathan Leonardelli Agency; Not investment related; 2215 63rd St, Kenosha, WI 53143; Owner/operator; Entity formed for use with the public; October 2019; 40 hrs/wk; 40 hrs/wk during trading; P&C insurance sales. 5) Mike Leonardelli Insurance Service Inc; Not investment related; 2215 63rd St, Kenosha, WI 53143; President, Secretary, & Treasurer; Entity formed for tax purposes only; 09-01-2017; 0 hrs/mo; 0 hrs during trading; Tax purposes only. 6) Trustee; Not investment related; 2215 63rd St, Kenosha, WI 53143; Trustee, Facilitating Trust, Start date 9/24/2021; 5 hours per month, 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-21 |
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