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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-17
MO RA APPROVED 2024-08-22
KS RA APPROVED 2024-05-31
  • FL RA
    APPROVED
    Since 2025-01-17
  • MO RA
    APPROVED
    Since 2024-08-22
  • KS RA
    APPROVED
    Since 2024-05-31

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
Farm Bureau Fin Serv West Des Moines IA 07/1999 Present
Fbl Marketing Serv West Des Moines IA 03/2000 Present
  • 07/1999 → Present
    Farm Bureau Fin Serv
    West Des Moines, IA
  • 03/2000 → Present
    Fbl Marketing Serv
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE Agent SINCE 7/10/1999; 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) MARMAD, LLC, 1927 FORT RILEY BLVD, MANHATTAN KS, REAL ESTATE - BUILDING FOR FB INS AGENCY OFFICE, ALSO RENT A PORTION TO ANOTHER BUSINESS, OWNER, PARTNER, MANAGER SINCE 09/2010, MANAGING OPERATIONS AND FINANCES, WIFE AND I ARE PARTNERS IN THIS LLC, RECEIVE RENT FROM LESSEE, APPROX. $10,000/YR. 3) Michael Hodges Agency Inc. Insurance Sales DBA. Starting 10/1/2015 4) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 5) M4 LLC; Not investment related; 1005 E Hwy 56, Lyons, KS 67554; Member, manager, owner; Compensated, Rental Property, Entity formed for tax purposes only; Yet to close; <5 hrs/mo; <5 hrs during trading; Owner/oper. 6) 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04

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