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Current Employers
Fbl Wealth Management, Llc

5400 University Avenue, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • ND RA
    APPROVED
    Since 2025-04-15
  • WA RA
    APPROVED
    Since 2024-10-03
  • IA RA
    APPROVED
    Since 2024-09-25
  • FL RA
    APPROVED
    Since 2024-07-18
  • WY RA
    APPROVED
    Since 2023-03-13
  • TX RA
    APPROVED_RES
    Since 2022-01-31
  • NV RA
    APPROVED
    Since 2022-01-24
  • AZ RA
    APPROVED
    Since 2021-08-03
  • MT RA
    APPROVED
    Since 2019-09-09

Branch Locations

5400 University Ave, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2017 → 02/2020
    Treasure State Associates
    Helena, MT
  • 07/2015 → 06/2017
    Cbt Nuggets
    Eugene, OR
  • 08/2018 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 08/2017 → 02/2020
    Fbl Financial Group
    West Des Moines, IA
  • 03/2020 → Present
    Fbl Financial Group
    West Des Moines, IA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2019-05-10

View on SEC IAPD

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