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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-11
KS RA APPROVED 2024-08-13
  • MO RA
    APPROVED
    Since 2025-09-11
  • KS RA
    APPROVED
    Since 2024-08-13

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fbl Marketing Services West Des Moines IA 03/2009 Present
Farm Bureau Financial Services West Des Moines IA 03/2014 09/2024
Fbl Financial Group West Des Moines IA 09/2024 Present
  • 03/2009 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 03/2014 → 09/2024
    Farm Bureau Financial Services
    West Des Moines, IA
  • 09/2024 → Present
    Fbl Financial Group
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WDM IA, INSURANCE, 03/01/2014, FULL TIME 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 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 2024-08-12
S63 Uniform Securities Agent State Law Examination 2000-04-28
  • S66 Uniform Combined State Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2000-04-28
Other Names
  • Dan Shurley

View on SEC IAPD

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