Kendon Harry Perry

Current Employers

Employment History

• 06/2001 → Present
  Farm Bureau Financial Services
  West Des Moines, IA
• 06/2001 → Present
  Fbl Marketing Services
  West Des Moines, IA

Previous Registrations

• 2009-09-18 → 2018-08-17
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Other Businesses

1) 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. 2) K & J Inc, DBA - Kendon H Perry and Associates. Starting 2/1/2017 3) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 07-01-2001; 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. 4) 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. 5) PERRY WEST ASSOCIATES, LLC; NOT INVESTMENT RELATED; 302 MAIN ST SANPOINT, ID 83864; MANAGER MEMBER OF LLC WITH MY BROTHER DALE PERRY; START DATE 6/2019; 5 HOURS/MO; 5 HOURS DURING TRADING; 50% OWNER IN MY OFFICE BUILDING. 6) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 7) Panhandle Insurance and Financial Services LLC; Not investment related; 302 Main St. Sandpoint, ID 83864; Member; 08/08/2023; 40 hrs/week; 30 hrs/week during trading; Marketing member: Finance, Sales, Admin & Customer Service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-17
• S63 Uniform Securities Agent State Law Examination
  2001-06-06

Other Names

• Kendon Harry Perry