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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-04-17 |
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 |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 11/2015 | 03/2021 |
| Morgan Stanley | Omaha | NE | 03/2021 | 08/2022 |
| Fbl Financial Group | West Des Moines | IA | 09/2022 | Present |
| Fbl Marketing Services | West Des Moines | IA | 09/2022 | Present |
1.) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE SALES ASSOCIATE SINCE 09/15/2022; 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.) LLB LLC - Rental Property. Owner. Address: 16507 Hilo Cir, Papillion NE, Duties: Owner and operator of Rental Properties. Start date 10/1/2018. 10 hours a month, 5 hours 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 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-07 |
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