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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-18 |
| AL | RA | APPROVED | 2025-10-31 |
| NV | RA | APPROVED | 2025-09-04 |
| CO | RA | APPROVED | 2025-09-03 |
| ID | RA | APPROVED | 2025-02-06 |
| MT | RA | APPROVED | 2021-02-08 |
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 |
|---|---|---|---|---|
| Fbl Financial Group | West Des Moines | IA | 07/2015 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 07/2015 | Present |
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 8/1/2015; 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) 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. 3) Executor Cynthia White Will; Not Investment Related; 571 Freeman Lane, Dillon, MT, 59725, United States; Last Will and Testament; Executor; Start 2/3/2026; 15 hours per month; 0 hours per month during trading hours; Other Compensation; Execute the directives within Cynthia White's will. I was unaware that I was named as her executor until the day that she passed away (1/26/26). This is a relatively simple estate. I will sell her assets, settle her liabilities and distribute the remainder to her heirs as directed by the will. I am allowed to charge a fee for services, usually based upon hours spent. I will charge $30 per hour for time spent. I will submit that fee at the end.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-14 |
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