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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-12-18
MO RA APPROVED 2022-06-16
CO RA APPROVED 2022-02-21
SD RA APPROVED 2022-01-31
NV RA APPROVED 2019-05-30
IA RA APPROVED 2018-12-07
WY RA APPROVED 2018-12-07
NE RA APPROVED 2018-11-30
  • KS RA
    APPROVED
    Since 2023-12-18
  • MO RA
    APPROVED
    Since 2022-06-16
  • CO RA
    APPROVED
    Since 2022-02-21
  • SD RA
    APPROVED
    Since 2022-01-31
  • NV RA
    APPROVED
    Since 2019-05-30
  • IA RA
    APPROVED
    Since 2018-12-07
  • WY RA
    APPROVED
    Since 2018-12-07
  • NE RA
    APPROVED
    Since 2018-11-30

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
Bank Of The West Omaha NE 12/2012 10/2018
Bancwest Investment Services Omaha NE 12/2012 10/2018
Farm Bureau Omaha NE 11/2018 09/2020
Fbl Marketing Services, Llc West Des Moines IA 11/2018 Present
Fbl Financial Group West Des Moines IA 09/2020 12/2021
Fbl Financial Group West Des Moines IA 01/2022 Present
  • 12/2012 → 10/2018
    Bank Of The West
    Omaha, NE
  • 12/2012 → 10/2018
    Bancwest Investment Services
    Omaha, NE
  • 11/2018 → 09/2020
    Farm Bureau
    Omaha, NE
  • 11/2018 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 09/2020 → 12/2021
    Fbl Financial Group
    West Des Moines, IA
  • 01/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
Previous Registrations
  • 2013-03-06 → 2018-10-10
    Bancwest Investment Services, Inc.
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
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 01/01/2022 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 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) NA Sole Proprietor; Not Investment Related; 235 Vista Circle, Tekamah, NE, 68061, United States; Rental; Owner; Start 3/31/2026; 0 hours per month; 0 hours per month during trading hours; Other Compensation; rental income from family member and potential roommates.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-02-26
S63 Uniform Securities Agent State Law Examination 2005-02-11
  • S66 Uniform Combined State Law Examination
    2013-02-26
  • S63 Uniform Securities Agent State Law Examination
    2005-02-11

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