Morgan Jacob Flax

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 05/2020
  Kansas State University
  Manhattan, KS
• 08/2018 → 05/2020
  Kansas State University Office Of Veteran Affairs
  Manhattan, KS
• 08/2018 → 05/2020
  Powercat Financial
  Manhattan, KS
• 05/2014 → 05/2018
  United States Marine Corps
  Camp Lejeune, NC
• 07/2019 → 12/2019
  Fbl Financial Group
  Ness City, KS
• 12/2019 → 04/2020
  Fbl Financial Group
  West Des Moines, IA
• 01/2020 → Present
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 05/2020 → Present
  Fbl Financial Group
  West Des Moines, IA

Other Businesses

1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; AGENT SINCE 05/01/2020; 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 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. 3) Sheepdog Brewing Company LLC; Not Investment Related; 113 South Court, Ness City, KS 67560 - Mail 410 McKay Drive, Ness City, KS 67560; Co-owner; Compensated, Farming/Ranching, Other business entities, winery/meadery; Start TBD; 8 HR/MO; 0 HR during trading; Owner/operator of an apiary and meadery.

Exams

• S66 Uniform Combined State Law Examination
  2020-06-04