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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-04-15 |
| DC | RA | APPROVED | 2024-11-01 |
| IA | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-07-17 |
| NV | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED_RES | 2022-01-31 |
| AZ | RA | APPROVED | 2021-08-03 |
| WA | RA | APPROVED | 2020-07-06 |
| WY | RA | APPROVED | 2019-05-23 |
| ID | RA | APPROVED | 2019-05-17 |
| MT | RA | APPROVED | 2018-08-20 |
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 |
|---|---|---|---|---|
| Mountain West Farm Bureau Insurance | Butte | MT | 07/2015 | Present |
| Fbl Marketing Serv | West Des Moines | IA | 08/2015 | 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 08-01-2015; 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) Rental property; Investment related; Rental property; Owner; 05-2012 to current; 1 hr/mo; 0 hrs during trading; Owner/manager. 4) Grove Rentals, LLC; Investment related; LLC created for new office building & rental properties; Sole member; 02-2017 to current; 1 hr/mo; 0 hrs during trading; Sole member of LLC/Prop manager. 5) Elite Advisory Group, LLC; Not Investment Related; See office mailing address (page 1); Owner/Member/Partner; Other business entity, Partnership Entity; Start 9/1/2020; 1 HR/MO; 1 HR during trading; Partnership. 6) Grove Financial Services; LLC; Not Investment Related; 3341 Harrison Ave; Member/Manager; LLC for my Farm Bureau business; Start 2015; 1 HR/MO; 1 HR during trading; LLC for FB Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-04 |
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