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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 2022-12-14
  • IA RA
    APPROVED
    Since 2022-12-14

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
Farmers Ins Group Johnson City IA 11/1994 07/2018
Farmers Financial Solutions, Llc Simi Valley CA 09/2000 08/2018
Farrell'S Extreme Bodyshaping Johnston IA 06/2013 Present
Farm Bureau Financial Services Adel IA 08/2018 02/2021
Fbl Marketing Services, Llc West Des Moines IA 09/2018 Present
Fbl Financial Group West Des Moines IA 02/2021 Present
  • 11/1994 → 07/2018
    Farmers Ins Group
    Johnson City, IA
  • 09/2000 → 08/2018
    Farmers Financial Solutions, Llc
    Simi Valley, CA
  • 06/2013 → Present
    Farrell'S Extreme Bodyshaping
    Johnston, IA
  • 08/2018 → 02/2021
    Farm Bureau Financial Services
    Adel, IA
  • 09/2018 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 02/2021 → Present
    Fbl Financial Group
    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 2/1/2021; 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. Siegfried and Associates, INC; Not Investment Related; 6706 Northglenn Way, Johnston IA 50131; CEO; Entity formed for use with the public; Start Date 1/14/2021; 100+ HR/MO; 10 HR during trading; Insurance business. 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 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. 4) Siegfried &Associates Inc, NOT INVESTMENT RELATED. INSURANCE SALES DBA, STARTING 04/01/2025.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 1998-01-24
  • S66 Uniform Combined State Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    1998-01-24
Other Names
  • Daniel W Siegfried
  • Dan Wayn Siegfried

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