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Account
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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-12 |
| NV | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2021-08-26 |
| CO | RA | APPROVED | 2021-03-19 |
| AZ | RA | APPROVED | 2020-07-01 |
| WA | RA | APPROVED | 2020-07-01 |
| UT | RA | APPROVED | 2020-06-30 |
| ID | RA | APPROVED | 2020-06-25 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Salt Lake City | UT | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Ameriprise Financial Services Inc | South Jordan | UT | 09/2017 | 04/2020 |
| Fbl Financial Group | West Des Moines | IA | 06/2020 | Present |
| Fbl Marketing Services | West Des Moines | IA | 06/2020 | Present |
1) 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. 2) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 06-15-2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-03 |
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