Best Investors Account Sign in

Nathan Michael Leonardelli

Fbl Wealth Management, LLC

West Des Moines, IA

Claim This Profile
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-07-10
  • WI RA
    APPROVED
    Since 2019-07-10

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
Equitrust Marketing Serv Llc/Farm Buraeu West Des Moines IA 09/2002 Present
Rurual Insurance Kenoshi WI 09/2002 Present
  • 09/2002 → Present
    Equitrust Marketing Serv Llc/Farm Buraeu
    West Des Moines, IA
  • 09/2002 → Present
    Rurual Insurance
    Kenoshi, WI
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-21
  • S66 Uniform Combined State Law Examination
    2001-06-21

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor