Best Investors
Account
Sign in
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| Farm Bureau Fin Serv | West Des Moines | IA | 06/2013 | Present |
| Fbl Marketing Serv | West Des Moines | IA | 06/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| 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 |
Reach out to this advisor