Best Investors
Account
Sign in
409 W Broadway, Council Bluffs, IA 51503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Ralston | NE | 12/2015 | 09/2016 |
| Edward Jones | St Louis | MO | 12/2016 | 08/2019 |
| Unemployed | Council Bluffs | IA | 09/2016 | 12/2016 |
| Minnesota Life Insurance Company | St. Paul | MN | 09/2019 | 05/2020 |
| Securian Financial Services Inc | St. Paul | MN | 09/2019 | 05/2020 |
| Heritage Financial Services | Omaha | NE | 09/2019 | 05/2020 |
| Fbl Financial Group | West Des Moines | IA | 06/2020 | 01/2022 |
| Fbl Marketing Services | West Des Moines | IA | 06/2020 | Present |
| Fbl Financial Group | West Des Moines | IA | 01/2022 | 08/2023 |
| Fbl Financial Group | West Des Moines | IA | 08/2023 | Present |
1) 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. 2) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE Sales Associate SINCE 08/02/2023; 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-01 |
Reach out to this advisor