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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-08-22
WI RA APPROVED 2018-08-22
  • MN RA
    APPROVED
    Since 2018-08-22
  • WI RA
    APPROVED
    Since 2018-08-22

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 West Des Moines IA 11/2007 Present
Fbl Marketing Services Llc West Des Moines IA 01/2012 Present
  • 11/2007 → Present
    Farm Bureau
    West Des Moines, IA
  • 01/2012 → Present
    Fbl Marketing Services Llc
    West Des Moines, IA
Previous Registrations
  • 2015-03-30 → 2018-08-22
    Equitrust Investment Management Services, Inc.
    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 03-01-2008; 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) 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. 3) REALTY; 504 FOLTZ DRIVE, CALEDONIA, MN 55921; NOT INVESTMENT RELATED; REALTOR; REALTOR; CONSIDERING GETTING A REALTOR LICENSE; 15 HR/MO; 7 HR/MO DURING SECURITIES TRADING HOURS; HELPING CLIENTS BUY AND SELL HOMES AND PROPERTIES. 4) Bjerke Brothers Band; Not Investment Related; 13006 West Beaver Rd, Spring Grove, MN 55921; Singer; Compensated; Start 6-17-23; 8 HR/MO; 0 HR during trading; Singing in the band.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-05
S63 Uniform Securities Agent State Law Examination 2008-01-22
  • S65 Uniform Investment Adviser Law Examination
    2014-04-05
  • S63 Uniform Securities Agent State Law Examination
    2008-01-22

View on SEC IAPD

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