Best Investors
Account
Sign in
Fbl Wealth Management, LLC CRD 291396
$9.24M regulatory AUM 8,258 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| Farm Bureau | West Des Moines | IA | 11/2003 | Present |
| Fbl Marketing Services | West Des Moines | IA | 11/2003 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-24 |
Reach out to this advisor