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Current Employers
Fbl Wealth Management, Llc

5400 University Avenue, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2020-06-12
  • IA RA
    APPROVED
    Since 2020-06-12

Branch Locations

5400 University Ave, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farm Bureau West Des Moines IA 03/1997 Present
Fbl Marketing Services West Des Moines IA 03/1997 Present
  • 03/1997 → Present
    Farm Bureau
    West Des Moines, IA
  • 03/1997 → Present
    Fbl Marketing Services
    West Des Moines, IA
Other Businesses

1) ZENKOVICH ENTERPRISES LTD., 326 E. PARK ST., SPENCER, IA; S-CORP; PRESIDENT; START/END DATES 1/1/2005; APPROX. HRS/MTH DEVOTED - 300; HOW COMPENSATED - $12 AN HOUR; APPROX. ANNUAL COMP $25,000. 2) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 03-01-1997; 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. 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) Office space rental; Not investment related; 508 Grand Ave, Spencer, IA; Owner; Rental property; 2 hrs/mo; 0 hrs during trading; 06-01-2005; Collect rent. 5) 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-11
S63 Uniform Securities Agent State Law Examination 1997-04-24
  • S66 Uniform Combined State Law Examination
    2020-06-11
  • S63 Uniform Securities Agent State Law Examination
    1997-04-24

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