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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2019-06-03
  • WY RA
    APPROVED
    Since 2019-06-03

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
Mountain West Farm Bureau Laramie WY 08/2010 Present
Equitrust Marketing Services Llc West Des Moines IA 08/2010 Present
  • 08/2010 → Present
    Mountain West Farm Bureau
    Laramie, WY
  • 08/2010 → Present
    Equitrust Marketing Services Llc
    West Des Moines, IA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-03
S63 Uniform Securities Agent State Law Examination 2011-01-28
  • S65 Uniform Investment Adviser Law Examination
    2019-06-03
  • S63 Uniform Securities Agent State Law Examination
    2011-01-28
Other Names
  • Zack John Jacobsen
  • Zach John Jacobsen

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