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

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

Current Registrations

AuthorityCategoryStatusDate
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
  • AZ RA
    APPROVED
    Since 2025-12-18
  • AL RA
    APPROVED
    Since 2025-10-31
  • NV RA
    APPROVED
    Since 2025-09-04
  • CO RA
    APPROVED
    Since 2025-09-03
  • ID RA
    APPROVED
    Since 2025-02-06
  • MT RA
    APPROVED
    Since 2021-02-08

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
Fbl Financial Group West Des Moines IA 07/2015 Present
Fbl Marketing Services, Llc West Des Moines IA 07/2015 Present
  • 07/2015 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 07/2015 → Present
    Fbl Marketing Services, Llc
    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 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-05
S63 Uniform Securities Agent State Law Examination 2015-07-14
  • S66 Uniform Combined State Law Examination
    2021-02-05
  • S63 Uniform Securities Agent State Law Examination
    2015-07-14

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