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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED | 2022-07-14 |
| AZ | RA | APPROVED | 2022-06-27 |
| SD | RA | APPROVED | 2022-06-27 |
| CO | RA | APPROVED | 2022-06-17 |
| IA | RA | APPROVED | 2022-06-17 |
| KS | RA | APPROVED | 2022-06-17 |
| NE | RA | APPROVED | 2022-04-20 |
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 |
|---|---|---|---|---|
| Shelter Insurance | Columbia | MO | 09/2015 | 07/2020 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 08/2020 | Present |
| Fbl Financial Group | West Des Moines | IA | 07/2020 | Present |
1) Own farm ground - Cash rent/Landlord; Not investment related; Custer County, NE; Owner/Landlord; Compensated, Farming/Ranching; 04-01-2018; 0 hrs/mo; 0 hrs during trading; Landlord. 2) Farm Bureau Bank Ã?¢?" Referral fees.Ã?,Ã, Not investment related.Ã?,Ã, May receive compensation for referrals made to Farm Bureau Bank.Ã?,Ã, Start Date Ã?¢?" since agreements were established.Ã?,Ã, 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-18 |
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