Best Investors
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Account
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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-04-25 |
| MT | RA | APPROVED | 2019-11-27 |
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 | West Des Moines | IA | 02/2008 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 01/2012 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; LARAMIE WY; INSURANCE NOT INVESTMENT RELATED; INSURANCE Agent SINCE 6/1/2008; 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 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. 3)Geiger Trust; Not Investment Related; Trustee and Beneficiary; Start Date: Beneficiary - 2015; 2 Hours/MO; 2 Hours during trading hours; Potential Trustee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
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