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Patrick Alexander Kessel

Fbl Wealth Management, LLC

West Des Moines, IA

CRD 4684534

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Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-04
KS RA APPROVED 2026-01-02
UT RA APPROVED 2025-10-14
VA RA APPROVED 2023-09-07
NE RA APPROVED 2022-04-12
FL RA APPROVED 2021-12-07
IN RA APPROVED 2021-06-09
PA RA APPROVED 2021-05-17
CO RA APPROVED 2021-05-10
MT RA APPROVED 2021-04-19
IL RA APPROVED 2020-09-24
OH RA APPROVED 2020-07-23
MO RA APPROVED 2020-07-10
MI RA APPROVED 2020-01-31
IA RA APPROVED 2018-08-11
  • TX RA
    APPROVED
    Since 2026-08-04
  • KS RA
    APPROVED
    Since 2026-01-02
  • UT RA
    APPROVED
    Since 2025-10-14
  • VA RA
    APPROVED
    Since 2023-09-07
  • NE RA
    APPROVED
    Since 2022-04-12
  • FL RA
    APPROVED
    Since 2021-12-07
  • IN RA
    APPROVED
    Since 2021-06-09
  • PA RA
    APPROVED
    Since 2021-05-17
  • CO RA
    APPROVED
    Since 2021-05-10
  • MT RA
    APPROVED
    Since 2021-04-19
  • IL RA
    APPROVED
    Since 2020-09-24
  • OH RA
    APPROVED
    Since 2020-07-23
  • MO RA
    APPROVED
    Since 2020-07-10
  • MI RA
    APPROVED
    Since 2020-01-31
  • IA RA
    APPROVED
    Since 2018-08-11

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 11/2003 Present
Fbl Marketing Services West Des Moines IA 11/2003 Present
  • 11/2003 → Present
    Farm Bureau
    West Des Moines, IA
  • 11/2003 → Present
    Fbl Marketing Services
    West Des Moines, IA
Previous Registrations
  • 2009-07-17 → 2018-08-10
    Equitrust Investment Management Services, Inc.
    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 12-01-2003; 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) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS 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) Sole prop; Investment related; Sole prop; Occasional sales of non Farm Bureau products, outside of Farm Bureau Financial Services footprint. Sales consist of non-variable life products via Guardian or affiliate brokerage but not non broker dealer products; Self; 2017; 1 hr/month; < 1 hr during trading. 4) 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. 5) Rental Properties; Not investment related; 304 20th St, Fairfield, IA 52556; Position N/A; Nov 22; 1 hrs/mo; 1 hrs during trading; renting office space at new location also wife is realtor runs other properties. 6) Kessel Rentals; Not investment related; 1603 Timberlake Drive, Fairfield, IA 52556; Member of LLC; 2018; 1 hrs/mo; 1 hrs during trading; Duties N/A.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-24
  • S63 Uniform Securities Agent State Law Examination
    2003-11-24
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Alex Kessel

View on SEC IAPD

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