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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2019-06-03 |
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 |
|---|---|---|---|---|
| Mountain West Farm Bureau | Laramie | WY | 08/2010 | Present |
| Equitrust Marketing Services Llc | West Des Moines | IA | 08/2010 | Present |
1)FARM BUREAU LIFE AND AFFILIATES, WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES, LARAMIE WY, INSURANCE NOT INVESTMENT RELATED, INSURANCE AGENT SINCE 08/20/2010. Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 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 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. 3) Albany County Service Center LLC; Not Investment Related; 1275 N 15th St Suite 121 Laramie WY 82072; Member; LLC formed for the purpose of employing office help; Start 1/1/2013; NA HR/MO; NA HR during trading; None. 4) ZJ Insurance, LLC; Not Investment Related; 1158 Hidalgo Dr Laramie, WY 82072; Sole Member; Tax purpose; Start 1/1/2013; 0 HR/MO; 0 HR during trading; Pay expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-28 |
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