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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-27
  • UT RA
    APPROVED
    Since 2023-11-27

Branch Locations

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

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fbl Financial Group West Des Moines IA 07/2019 Present
San Juan School District Monticello UT 08/2015 07/2019
Fbl Marketing Services West Des Moines IA 03/2021 Present
  • 07/2019 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 08/2015 → 07/2019
    San Juan School District
    Monticello, UT
  • 03/2021 → Present
    Fbl Marketing Services
    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; INSURANCE AGENT SINCE 06-01-2019; 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) Metro Inspections; Not Investment Related; PO Box 6537, Glendale , AZ 85312; Site inspector; Start Date 04/20/2021; 3 Hours/MO; 0 Hours during trading. Site inspecting. 3) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours 4) Shanna Black Insurance Inc; Not investment related; PO Box 953, Monticello, UT 84535; Owner; 04/01/2023; N/A hrs/mo; N/A hrs during trading; Owner. 5) Black Summit, LLC; Not investment related; PO Box 953 Monticello UT 84535; Member/Owner; 08/23/23; 2 hrs/mo; 0 hrs during trading; Manage rental building once building is acquaired. 6) 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. 7) Sodalightful LLC; Not Investment Related; 432 E Center St, #953, Monticello, UT, 84535, United States; New Business; Owner; Start 5/1/2026; 20 hours per month; 0 hours per month during trading hours; Salary Compensation; Owner of a drive thru soda/coffee shop. Duties will be administrative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-18
S63 Uniform Securities Agent State Law Examination 2020-01-22
  • S66 Uniform Combined State Law Examination
    2023-11-18
  • S63 Uniform Securities Agent State Law Examination
    2020-01-22

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