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Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-06
ND RA APPROVED 2026-01-05
OH RA APPROVED 2025-11-24
MT RA APPROVED 2025-07-09
WY RA APPROVED 2025-06-26
  • CO RA
    APPROVED
    Since 2026-05-06
  • ND RA
    APPROVED
    Since 2026-01-05
  • OH RA
    APPROVED
    Since 2025-11-24
  • MT RA
    APPROVED
    Since 2025-07-09
  • WY RA
    APPROVED
    Since 2025-06-26

Branch Locations

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

Disclosures

1 disclosure category 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 No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Constellation Brands Casper WY 07/2018 10/2018
Anheuser- Busch Denver CO 05/2016 07/2018
Farm Bureau Financial Casper WY 01/2019 12/2021
Unemployed Casper WY 10/2018 01/2019
Ryan Mcintyre Casper WY 01/2022 09/2024
Northwestern Mutual Investment Services Llc Casper WY 01/2022 04/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2022 09/2024
Yoder Dno Llc Fort Collins CO 05/2024 09/2024
313 Partners, Llc Fort Collins CO 09/2024 04/2025
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2024 04/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2024 04/2025
Fbl Financial Group West Des Moines IA 05/2025 Present
Fbl Marketing Service Llc West Des Moines IA 05/2025 Present
  • 07/2018 → 10/2018
    Constellation Brands
    Casper, WY
  • 05/2016 → 07/2018
    Anheuser- Busch
    Denver, CO
  • 01/2019 → 12/2021
    Farm Bureau Financial
    Casper, WY
  • 10/2018 → 01/2019
    Unemployed
    Casper, WY
  • 01/2022 → 09/2024
    Ryan Mcintyre
    Casper, WY
  • 01/2022 → 04/2025
    Casper, WY
  • 03/2022 → 09/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2024 → 09/2024
    Yoder Dno Llc
    Fort Collins, CO
  • 09/2024 → 04/2025
    313 Partners, Llc
    Fort Collins, CO
  • 10/2024 → 04/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2024 → 04/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2025 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 05/2025 → Present
    Fbl Marketing Service Llc
    West Des Moines, IA
Previous Registrations
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 05/19/2025. 2) 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 2020-06-05
S63 Uniform Securities Agent State Law Examination 2018-12-08
  • S65 Uniform Investment Adviser Law Examination
    2020-06-05
  • S63 Uniform Securities Agent State Law Examination
    2018-12-08
Other Names
  • Eli Ford
  • Eli Stephen Ford

View on SEC IAPD

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