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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
| MO | RA | APPROVED | 2024-08-22 |
| KS | RA | APPROVED | 2024-05-31 |
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 Fin Serv | West Des Moines | IA | 07/1999 | Present |
| Fbl Marketing Serv | West Des Moines | IA | 03/2000 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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