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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-17
SD RA APPROVED 2023-02-15
SC RA APPROVED 2023-02-06
AZ RA APPROVED 2022-11-03
KS RA APPROVED 2022-11-03
MN RA APPROVED 2022-11-03
NE RA APPROVED 2022-11-03
IA RA APPROVED 2022-10-27
  • VA RA
    APPROVED
    Since 2023-08-17
  • SD RA
    APPROVED
    Since 2023-02-15
  • SC RA
    APPROVED
    Since 2023-02-06
  • AZ RA
    APPROVED
    Since 2022-11-03
  • KS RA
    APPROVED
    Since 2022-11-03
  • MN RA
    APPROVED
    Since 2022-11-03
  • NE RA
    APPROVED
    Since 2022-11-03
  • IA RA
    APPROVED
    Since 2022-10-27

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farm Bureau Financial Services West Des Moines IA 08/2014 Present
Fbl Marketing Services West Des Moines IA 07/2014 Present
  • 08/2014 → Present
    Farm Bureau Financial Services
    West Des Moines, IA
  • 07/2014 → Present
    Fbl Marketing Services
    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 08-01-2014; 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.) LLB Holdings, LLC; Not Investment Related: 1226 Cork Dr. Papillion, NE 68046; Owner; Start Date; 05/01/2020; Hours/Month 8; Hours during trading 0; Owner of rental property(s). 4.) The Ryan Burden Agency, Inc; Not investment related; Insurance sales dba; starting 12-01-2020. 5) 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
S63 Uniform Securities Agent State Law Examination 2014-12-16
  • S66 Uniform Combined State Law Examination
    2022-10-20
  • S63 Uniform Securities Agent State Law Examination
    2014-12-16

View on SEC IAPD

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