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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-03 |
| AZ | RA | APPROVED | 2022-09-14 |
| CO | RA | APPROVED | 2022-09-02 |
| KS | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED | 2022-09-02 |
| NE | RA | APPROVED | 2022-08-02 |
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 |
|---|---|---|---|---|
| School | Centennial | CO | 01/2014 | 09/2016 |
| Usadvisors Insurance | Holdrege | NE | 11/2016 | 10/2020 |
| Securities America, Inc. | Holdrege | NE | 01/2017 | 10/2020 |
| Usadvisors Wealth Management, Llc | Holdrege | NE | 07/2017 | 10/2020 |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 10/2020 | 05/2021 |
| Strategic Blueprint, Llc | Atlanta | GA | 10/2020 | 05/2021 |
| Lpl Financial Llc | Bruning | NE | 05/2021 | 07/2022 |
| Bruning Bank | Bruning | NE | 05/2021 | 07/2022 |
| Fbl Financial Group | West Des Moines | IA | 07/2022 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 07/2022 | Present |
1) 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 07/25/2022; 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 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) Diamond Legacy LLC; Not Investment Related; 1001 Blaine St. Holdrege NE; Sales Associate; DBA Only (no entity filed), Entity formed for Agent Inc program; Start 09/01/2022; 40-50 HR/MO; N/A HR during trading; How I get paid by Phil.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-03 |
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