Joseph W Lucas

Current Employers

Employment History

• 09/2014 → 01/2020
  Edward Jones
  St. Louis, MO
• 01/2020 → Present
  Fbl Financial Group
  West Des Moines, IA
• 01/2020 → Present
  Fbl Marketing Services
  West Des Moines, IA

Previous Registrations

• 2015-01-02 → 2020-01-28
  Edward Jones
  Clarinda, IA
  Red Oak, IA
  Bedford, IA
  St Louis, MO

Other Businesses

1) Bedford Community Schools; Not investment related; Coaching/Officiating/Bus Driving; 906 Penn, PO Box 234, Bedford, IA 50833; 08-1996; 2 hrs/mo; 0 hrs during trading. 2) Joseph William Lucas; Not investment related; Owner; 2415 ST Hwy 2, Bedford, IA 50833; Farming/Ranching; 40 acres farmland - rented; 08-2009; 4 hrs/mo; 0 hrs during trading. 3) Clarinda Comm. Schools; Not investment related; Coaching/Officiating; 423 E Nodaway, Clarinda, IA 51632; Official; 08-2018; 1 hr/mo; 0 hrs during trading. 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 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. 5) 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. 6) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 01-14-2020. 7) Farm Credit Services of America, not investment related, Nominating committee. PO Box 2409, Omaha, NE 68103-2409. Duties: select candidates for open director positions. Start date June 2022. 6 hrs in June and July 2022. 0 during securities trading hours. 8) Kuemper Catholic School System; Not Investment Related; 116 South East St, Carroll, IA, 51401, United States; Athletics; Sports Official; Start ,8/31/2024; 0 hours per month; 0 hours per month during trading hours; Other Compensation; "Referee/Official for high school athletics, compensation is per sporting event and ranges ($100 - $150). I officiating one football for Kuemper in 2024. I have no other scheduled events at Kuemper." 9) Boa Safra Ag; Not Investment Related; 913 Nishnabotna Dr., Manning, IA, 51455, United States; Help landowners uncover tax deductions for cropland, ranchland, and timberland; Referral Source; Start 3/29/2025; 1 hours per month; 0 hours per month during trading hour; Other Compensation; Referral source only, no sales or processing. Referral on a name and phone, if the referral decides to work with Boa Safra approximate compensation would be about $2.00 per acre. Clients could use this in estate, financial, and tax planning. The client would hire Boa Safra to complete information for the possible tax deduction.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-06
• S63 Uniform Securities Agent State Law Examination
  2003-01-08

Designations

Other Names

• Joseph William Lucas