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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-04-17
  • NE RA
    APPROVED
    Since 2023-04-17

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
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
  • 11/2015 → 03/2021
    Td Ameritrade
    Omaha, NE
  • 03/2021 → 08/2022
    Omaha, NE
  • 09/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 09/2022 → Present
    Fbl Marketing Services
    West Des Moines, IA
Previous Registrations
  • 2021-03-29 → 2022-09-01
    Omaha, NE
  • 2017-05-04 → 2021-02-17
    Td Ameritrade, Inc.
    Omaha, NE
  • 2017-05-04 → 2019-12-04
    Td Ameritrade Investment Management, Llc
    Omaha, NE
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 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-03
S63 Uniform Securities Agent State Law Examination 2016-06-07
  • S66 Uniform Combined State Law Examination
    2017-05-03
  • S63 Uniform Securities Agent State Law Examination
    2016-06-07
Other Names
  • Elizabeth Fitzgerald
  • Elizabeth Lacey Fitzgerald
  • Lacey Burden

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