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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-21 |
| ND | RA | APPROVED | 2025-08-26 |
| OR | RA | APPROVED | 2025-08-25 |
| VT | RA | APPROVED | 2025-08-25 |
| AK | RA | APPROVED | 2025-08-20 |
| MD | RA | APPROVED | 2025-08-20 |
| MS | RA | APPROVED | 2025-08-20 |
| SD | RA | APPROVED | 2025-08-20 |
| DC | RA | APPROVED | 2024-08-27 |
| AZ | RA | APPROVED | 2024-07-02 |
| KY | RA | APPROVED | 2024-07-02 |
| IL | RA | APPROVED | 2024-07-01 |
| AR | RA | APPROVED | 2024-06-27 |
| FL | RA | APPROVED | 2024-06-27 |
| WY | RA | APPROVED | 2024-06-27 |
| LA | RA | APPROVED | 2024-06-26 |
| OK | RA | APPROVED | 2024-06-26 |
| SC | RA | APPROVED | 2024-06-26 |
| VA | RA | APPROVED | 2024-06-26 |
| DE | RA | APPROVED | 2024-06-25 |
| MI | RA | APPROVED | 2024-06-25 |
| GA | RA | APPROVED | 2024-06-24 |
| HI | RA | APPROVED | 2024-06-24 |
| ID | RA | APPROVED | 2024-06-24 |
| IN | RA | APPROVED | 2024-06-24 |
| MN | RA | APPROVED | 2024-06-24 |
| MO | RA | APPROVED | 2024-06-24 |
| MT | RA | APPROVED | 2024-06-24 |
| NM | RA | APPROVED | 2024-06-24 |
| NC | RA | APPROVED | 2024-06-24 |
| PA | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED_RES | 2024-06-24 |
| UT | RA | APPROVED | 2024-06-24 |
| WV | RA | APPROVED | 2024-06-24 |
| WI | RA | APPROVED | 2024-06-24 |
| OH | RA | APPROVED | 2024-06-22 |
| AL | RA | APPROVED | 2024-06-21 |
| CO | RA | APPROVED | 2024-06-21 |
| KS | RA | APPROVED | 2024-06-21 |
| NE | RA | APPROVED | 2024-06-21 |
| NV | RA | APPROVED | 2024-06-21 |
| WA | RA | APPROVED | 2024-06-21 |
| IA | RA | APPROVED | 2019-06-18 |
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 |
|---|---|---|---|---|
| Berthel Fisher & Company | Cedar Rapids | IA | 04/2011 | 06/2019 |
| Berthel Fisher & Company Planning, Inc. | Cedar Rapids | IA | 05/2012 | 06/2019 |
| Securities Management & Research | Cedar Rapids | IA | 02/2018 | 06/2019 |
| Farm Bureau | West Des Moines | IA | 06/2019 | 11/2021 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 06/2019 | Present |
| Fbl Financial Group | West Des Moines | IA | 11/2021 | 07/2024 |
| Fbl Financial Group | West Des Moines | IA | 07/2024 | 08/2024 |
| Fbl Financial Group | West Des Moines | IA | 08/2024 | Present |
1. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-31 |
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