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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-06-13
OK RA APPROVED 2022-12-14
CO RA APPROVED 2022-12-13
FL RA APPROVED 2022-02-21
AZ RA APPROVED 2021-12-21
SD RA APPROVED 2021-12-13
TX RA APPROVED 2020-05-15
NE RA APPROVED 2019-04-22
  • MO RA
    APPROVED
    Since 2025-06-13
  • OK RA
    APPROVED
    Since 2022-12-14
  • CO RA
    APPROVED
    Since 2022-12-13
  • FL RA
    APPROVED
    Since 2022-02-21
  • AZ RA
    APPROVED
    Since 2021-12-21
  • SD RA
    APPROVED
    Since 2021-12-13
  • TX RA
    APPROVED
    Since 2020-05-15
  • NE RA
    APPROVED
    Since 2019-04-22

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
Farm Bureau Fin Serv West Des Moines IA 06/2013 Present
Fbl Marketing Serv West Des Moines IA 06/2013 Present
  • 06/2013 → Present
    Farm Bureau Fin Serv
    West Des Moines, IA
  • 06/2013 → Present
    Fbl Marketing Serv
    West Des Moines, IA
Previous Registrations
Other Businesses

1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 07/01/2013; 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) Commercial space rental; 8321 Cody Dr, Ste A, Lincoln, NE 68512; Compensated, Rental Property, Renting office space to Farm Bureau agent; Landlord/Owner of building; 09-15-2018; 0 hrs/month; 0 hrs during trading; Rental. 4) 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. 5) Rental Property; Not Investment Related; 8311 Sutherland St, Lincoln, NE 68526; Owner of rental property; Compensated, Rental Property; Start 9/25/2023; 1 HR/MO; 0 HR during trading; Landlord. 6) Rental Property; Not Investment Related; 8321 Cody Drive Suite B, Lincoln, NE 68512; Owner; Compensated, Rental Property; Start 10/1/2023; 1 HR/MO; 0 HR during trading; Landlord. 7) Rental Property - 8323 Sutherland Street; Not Investment Related; 6350 Elderberry Lane, Roca, NE, 68430, United States; Rental Property; Owner; Start 1/1/2026; 1 hours per month; 0 hours per month during trading hours; No Compensation Compensation; Purchased a rental property that is planned to be rented out starting in January 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-19
S66 Uniform Combined State Law Examination 2006-07-13
S63 Uniform Securities Agent State Law Examination 2001-04-25
  • S65 Uniform Investment Adviser Law Examination
    2019-04-19
  • S66 Uniform Combined State Law Examination
    2006-07-13
  • S63 Uniform Securities Agent State Law Examination
    2001-04-25

View on SEC IAPD

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