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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-16
  • OK RA
    APPROVED
    Since 2024-01-16

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
Fbl Marketing Services West Des Moines IA 06/2011 Present
Farm Bureau Financial Services West Des Moines IA 12/2015 Present
  • 06/2011 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 12/2015 → Present
    Farm Bureau Financial Services
    West Des Moines, IA
Previous Registrations
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; OKLAHOMA CITY OK; INSURANCE AGENT SINCE 06/13/2011; 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) Legal Shield, not investment related. One Pre Paid Way, Ada, OK 74820. Solicit LegalShield memberships. Sales Representative. Start date - since companies agreements were established. 1-2 hours per month. 1 hour during securities trading hours. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-11
  • S66 Uniform Combined State Law Examination
    2007-08-11
Other Names
  • Shelly Burroughs
  • Shelly Marie Burroughs
  • Shelly M Burroughs
  • Shelly Swaim
  • Shelly Swaim Burroughs

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