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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-13 |
| OR | RA | APPROVED | 2023-12-18 |
| PA | RA | APPROVED | 2023-12-14 |
| IA | RA | APPROVED | 2023-09-29 |
| SC | RA | APPROVED | 2023-07-12 |
| OK | RA | APPROVED | 2023-05-23 |
| WY | RA | APPROVED | 2022-06-30 |
| OH | RA | APPROVED | 2021-08-20 |
| IN | RA | APPROVED | 2021-08-09 |
| FL | RA | APPROVED | 2021-06-18 |
| TX | RA | APPROVED_RES | 2021-04-27 |
| NM | RA | APPROVED | 2019-10-24 |
| WA | RA | APPROVED | 2019-05-10 |
| CO | RA | APPROVED | 2019-02-22 |
| UT | RA | APPROVED | 2019-02-20 |
| AZ | RA | APPROVED | 2019-01-17 |
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 |
|---|---|---|---|---|
| Trilogy Financial Services | Scottsdale | AZ | 01/2011 | 07/2018 |
| Enssolutions | Glendale | AZ | 11/2007 | 01/2019 |
| National Planning Corporation | Scottsdale | AZ | 01/2011 | 11/2017 |
| Trilogy Capital, Inc. | Scottsdale | AZ | 11/2015 | 01/2019 |
| Lpl Financial Llc | Scottsdale | AZ | 11/2017 | 01/2019 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 01/2019 | Present |
| Farm Bureau | West Des Moines | IA | 01/2019 | Present |
1) Belenus Farms LLC; Not Investment Related; 416 S Miller Ln, Saint David, AZ 85630; Owner; Compensated, Farming/Ranching. Entity formed for use with the public; Start Date 10-01-2016; 70 hrs/mo; 0 hrs during trading; Farming. 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) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 01-11-2019. 4) Tumbleweed Homesteads LLC; Not Investment Related; 416 South Miller Lane, Saint David, AZ, 85630, United States; Real Estate; Manager; Start 10/1/2025; 2 hours per month; 0 hours per month during trading hours; No Compensation Compensation; Real Estate Rentals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-15 |
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