Best Investors Account Sign in
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2021-03-29
MT RA APPROVED 2018-08-20
  • ND RA
    APPROVED
    Since 2021-03-29
  • MT RA
    APPROVED
    Since 2018-08-20

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
Mcclure Insurance Llc Lewistown MT 09/2012 Present
Fbl Marketing Services West Des Moines IA 02/2015 Present
  • 09/2012 → Present
    Mcclure Insurance Llc
    Lewistown, MT
  • 02/2015 → Present
    Fbl Marketing Services
    West Des Moines, IA
Previous Registrations
  • 2017-04-20 → 2018-08-20
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; LARAMIE WY; INSURANCE NOT INVESTMENT RELATED; INSURANCE Agent SINCE 4/2015; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 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. 3) Pendergrass Insurance LLC; Not Investment Related; 7858 Horse Ranch Rd Roy MT; Sole Member; For tax purposes only - not used with public; N/A HR/MO; N/A HR during trading; Tax purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-19
S63 Uniform Securities Agent State Law Examination 2015-03-19
  • S65 Uniform Investment Adviser Law Examination
    2017-04-19
  • S63 Uniform Securities Agent State Law Examination
    2015-03-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor