Best Investors
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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-29 |
| MN | RA | APPROVED | 2025-05-29 |
| CO | RA | APPROVED | 2024-02-29 |
| FL | RA | APPROVED | 2021-12-02 |
| WI | RA | APPROVED | 2021-07-15 |
| SC | RA | APPROVED | 2021-02-19 |
| IL | RA | APPROVED | 2020-06-05 |
| TX | RA | APPROVED_RES | 2019-05-15 |
| IA | RA | APPROVED | 2019-04-15 |
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 |
|---|---|---|---|---|
| Harbour Investments Inc | West Des Moines | IA | 09/2015 | 04/2019 |
| Plumbline Advisory Group | West Des Moines | IA | 09/2015 | 04/2019 |
| Fbl Marketing Services Llc | West Des Moines | IA | 04/2019 | Present |
| Fbl Financial Group | West Des Moines | IA | 04/2019 | 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; 03-15-2019.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-06 |
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