Daniel Shurley

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2024-08-12
• S63 Uniform Securities Agent State Law Examination
  2000-04-28

Other Names

• Dan Shurley