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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-27 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-22 |
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