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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-24 |
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 |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 03/2023 |
| Thrivent Investment Management Inc | Appleton | WI | 01/2011 | 03/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2023 | 11/2024 |
| Community First Credit Union (Wi) | Appleton | WI | 03/2023 | 11/2024 |
| Fbl Financial Group | West Des Moines | IA | 03/2025 | Present |
| Fbl Marketing Services Llc | West Des Moines | IA | 03/2025 | Present |
| Unemployed | Neenah | WI | 12/2024 | 02/2025 |
1.) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 03-17-2025; FULL TIME 2.) 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 | 2022-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-08 |
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