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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 |
| WA | RA | APPROVED | 2024-10-03 |
| IA | RA | APPROVED | 2024-09-25 |
| FL | RA | APPROVED | 2024-07-18 |
| WY | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2022-01-31 |
| NV | RA | APPROVED | 2022-01-24 |
| AZ | RA | APPROVED | 2021-08-03 |
| MT | RA | APPROVED | 2019-09-09 |
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 |
|---|---|---|---|---|
| Treasure State Associates | Helena | MT | 06/2017 | 02/2020 |
| Cbt Nuggets | Eugene | OR | 07/2015 | 06/2017 |
| Fbl Marketing Services | West Des Moines | IA | 08/2018 | Present |
| Fbl Financial Group | West Des Moines | IA | 08/2017 | 02/2020 |
| Fbl Financial Group | West Des Moines | IA | 03/2020 | Present |
1) SKC Trust Management; NOT investment related; PO BOX 9644, Helena, MT 59604; Property Management; Principal; STARTING 12/1/2017; 1 HR/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; Complete the monthly account report documenting rent transactions and operating expenses for the landlords of the properties that we manage. 2) 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 03-01-2020; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 3) 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
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