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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-12-05 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oklahoma Farm Bureau Mutual Insurance Companies | Oklahoma City | OK | 11/2022 | Present |
| Fbl Financial Group | West Des Moines | IA | 11/2022 | Present |
| Southwestern Oklahoma State University | Weatherford | OK | 08/2021 | 05/2023 |
| Norhtern Oklahoma College | Tonkawa | OK | 08/2018 | 08/2021 |
| Elgin Public Schools | Elgin | OK | 08/2005 | 08/2018 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 11/2024 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; OKLAHOMA CITY OK; INSURANCE AGENT SINCE 11/01/2022; 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-04 |
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