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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-13 |
| CO | RA | APPROVED | 2025-04-24 |
| IN | RA | APPROVED | 2025-04-24 |
| IA | RA | APPROVED | 2025-04-24 |
| KS | RA | APPROVED | 2025-04-24 |
| MN | RA | APPROVED | 2025-04-24 |
| WY | RA | APPROVED | 2025-04-24 |
| NM | RA | APPROVED | 2025-03-19 |
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 Financial Serv | West Des Moines | IA | 03/2014 | 01/2017 |
| Mahaney Roofing Company | Wichita | KS | 03/2014 | 05/2019 |
| Doextra Crm Solutions | Wichita | KS | 05/2019 | 01/2021 |
| Ascend Technologies | Chicago | IL | 01/2021 | 09/2023 |
| Fbl Marketing Services Llc | West Des Moines | IA | 09/2023 | Present |
| Fbl Financial Group | West Des Moines | IA | 09/2023 | Present |
1.) I own land through my trust (Heidi B Perez Revocable Trust) in Benton, KS. Not investment related. This property was purchased in April of 2023. Owner. Duties, Oversee decision making and maintenance of land. I spend less than 1 hour per month devoted to this business and 0 during securities trading hours. 2.) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-07 |
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