Best Investors Account Sign in
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2022-08-25
UT RA APPROVED 2022-08-09
  • ID RA
    APPROVED
    Since 2022-08-25
  • UT RA
    APPROVED
    Since 2022-08-09

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 03/2011 Present
Equitrust Marketing Serv Llc West Des Moines IA 03/2011 Present
  • 03/2011 → Present
    Farm Bureau
    West Des Moines, IA
  • 03/2011 → Present
    Equitrust Marketing Serv Llc
    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 03/08/2011; 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
S63 Uniform Securities Agent State Law Examination 2011-04-07
  • S66 Uniform Combined State Law Examination
    2022-07-15
  • S63 Uniform Securities Agent State Law Examination
    2011-04-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor