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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-11 |
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