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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2020-04-27 |
| SD | RA | APPROVED | 2020-04-24 |
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Sioux Falls | SD | 04/2016 | 04/2018 |
| Thrivent Financial | Appleton | WI | 05/2016 | 04/2018 |
| Farm Bureau | Rapid City | SD | 09/2018 | 01/2020 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 11/2018 | Present |
| Unemployment | Volga | SD | 04/2018 | 09/2018 |
| Fbl Fianancial Group | West Des Moines | IA | 02/2020 | 01/2025 |
| Fbl Financial Group | West Des Moines | IA | 01/2025 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA, INSURANCE; 02-01-2020; 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-20 |
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