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Thomas Ward Phillips

Fbl Wealth Management, LLC

West Des Moines, IA

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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-24
AZ RA APPROVED 2025-07-17
NM RA APPROVED 2025-06-27
AL RA APPROVED 2025-06-26
IA RA APPROVED 2025-06-26
KS RA APPROVED 2025-06-26
MN RA APPROVED 2025-06-26
MO RA APPROVED 2025-06-26
NE RA APPROVED 2025-06-26
OK RA APPROVED 2025-06-26
TX RA APPROVED 2025-06-26
  • FL RA
    APPROVED
    Since 2025-07-24
  • AZ RA
    APPROVED
    Since 2025-07-17
  • NM RA
    APPROVED
    Since 2025-06-27
  • AL RA
    APPROVED
    Since 2025-06-26
  • IA RA
    APPROVED
    Since 2025-06-26
  • KS RA
    APPROVED
    Since 2025-06-26
  • MN RA
    APPROVED
    Since 2025-06-26
  • MO RA
    APPROVED
    Since 2025-06-26
  • NE RA
    APPROVED
    Since 2025-06-26
  • OK RA
    APPROVED
    Since 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-26

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
Wesleylife Johnston IA 06/2017 12/2024
Ramsey Village Retirement Community Des Moines IA 10/2016 06/2017
Watermark Retirement Communities Tucson AZ 01/2012 10/2016
Fbl Financial Group West Des Moines IA 01/2025 Present
Fbl Marketing Services, Llc West Des Moines IA 01/2025 Present
Fbl Wealth Management Llc West Des Moines IA 06/2025 Present
  • 06/2017 → 12/2024
    Wesleylife
    Johnston, IA
  • 10/2016 → 06/2017
    Ramsey Village Retirement Community
    Des Moines, IA
  • 01/2012 → 10/2016
    Watermark Retirement Communities
    Tucson, AZ
  • 01/2025 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 01/2025 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 06/2025 → Present
    Fbl Wealth Management Llc
    West Des Moines, IA
Other Businesses

FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-26
S65 Uniform Investment Adviser Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-26
  • S65 Uniform Investment Adviser Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2025-06-09
Other Names
  • Thomas Ward Phillips

View on SEC IAPD

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Other Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE
EDDIE RAY COLEMAN
JAMES LAWRENCE LUMLEY
CONOR J BOFFELI
Signe Olson
ANDREW JAY HIMELSON

Other Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
ARETE WEALTH ADVISORS, LLC · WEST DES MOINES, IA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST DES MOINES, IA

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