Dustin Thomas White

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Farm Bureau Financial Serv
  Phoenix, AZ
• 12/2008 → 01/2022
  Az Premier Saes & Property Mgmt., Llc
  Phoenix, AZ
• 11/2013 → Present
  Fbl Marketing Serv
  West Des Moines, IA

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 11/01/2012; 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) White Agency Inc, non investment related. Insurance sales dba, starting 09/01/2015. 3) 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. 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 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.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-24
• S63 Uniform Securities Agent State Law Examination
  2014-03-20