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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-18
AZ RA APPROVED 2025-07-16
UT RA APPROVED 2025-06-18
AL RA APPROVED 2025-06-17
ID RA APPROVED 2025-06-17
  • CO RA
    APPROVED
    Since 2025-11-18
  • AZ RA
    APPROVED
    Since 2025-07-16
  • UT RA
    APPROVED
    Since 2025-06-18
  • AL RA
    APPROVED
    Since 2025-06-17
  • ID RA
    APPROVED
    Since 2025-06-17

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
Fbl Marketing Services, Llc West Des Moines IA 09/2012 Present
Fbl Financial Group West Des Moines IA 12/2012 Present
Fbl Wealth Management Llc West Des Moines IA 06/2025 Present
  • 09/2012 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 12/2012 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 06/2025 → Present
    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 12/01/2012, 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) 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-14
S63 Uniform Securities Agent State Law Examination 2012-07-26
  • S65 Uniform Investment Adviser Law Examination
    2025-06-14
  • S63 Uniform Securities Agent State Law Examination
    2012-07-26

View on SEC IAPD

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