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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-08-25 |
| UT | RA | APPROVED | 2022-08-09 |
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 | 03/2011 | Present |
| Equitrust Marketing Serv Llc | West Des Moines | IA | 03/2011 | 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 03/08/2011; 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) 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. 3) Mick Poulsen; Not investment related; 93 E 7340 N, Smithfield, UT 84335; Farming/Ranching; Owner; 2016; 20 hrs/mo; 0 hrs during trading; Grow 1/2 acre of pumpkins and sell them. 4) 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. 5) BJMP Holdings, LLC; Not Investment Related; 74 W 100 N, Logan, UT 84321; Partner; 04-01-2021; 0 hrs/mo; 0 hrs during trading; Owning a building to rent back to my insurance agency and Office Rental of other suite(s) to business tenants . 6) Poulsen Holdings LLC; Not Investment Related; 93 E 7340 N Smithfield Utah 84335; Owner; Rental Property; Start TBD; 10 HR/MO; 0 HR during trading; Renting out a vacation property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-07 |
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