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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED_RES | 2026-08-18 |
| WI | RA | APPROVED | 2026-08-18 |
| KS | RA | APPROVED | 2026-05-11 |
| IA | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2025-12-26 |
| NE | RA | APPROVED | 2025-12-01 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Omaha | NE | 07/2015 | 03/2021 |
| Pruco Securities Llc | Omaha, | NE | 07/2015 | 03/2021 |
| The Leaders Group Inc | Littleton | CO | 05/2021 | 12/2023 |
| Element Insurance | Omaha | NE | 04/2021 | 06/2022 |
| Was Insurance (Dba Element Insurance Partners) | Elkhorn | NE | 06/2022 | 06/2022 |
| Insurance Design Network Llc | Rockford | IL | 08/2022 | 11/2023 |
| Sunset Financial Services, Inc. | Kansas City | MO | 02/2024 | 11/2024 |
| Kansas City Life Insurance Company | Kansas City | MO | 11/2023 | 11/2024 |
| Raymond James Financial Services, Inc. | Omaha | NE | 11/2024 | 10/2025 |
| Raymond James Financial Services Advisors, Inc | Omaha | NE | 11/2024 | 10/2025 |
| First Investments And Planning | Omaha | NE | 11/2024 | 10/2025 |
| First National Bank Of Omaha | Omaha | NE | 11/2024 | 10/2025 |
| Fbl Financial Group | West Des Moines | IA | 11/2025 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 11/2025 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 11/10/2025; FULL TIME. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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