Best Investors Account Sign in
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-12-05
  • OK RA
    APPROVED
    Since 2024-12-05

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
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
  • 11/2022 → Present
    Oklahoma Farm Bureau Mutual Insurance Companies
    Oklahoma City, OK
  • 11/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 08/2021 → 05/2023
    Southwestern Oklahoma State University
    Weatherford, OK
  • 08/2018 → 08/2021
    Norhtern Oklahoma College
    Tonkawa, OK
  • 08/2005 → 08/2018
    Elgin Public Schools
    Elgin, OK
  • 11/2024 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-04
S63 Uniform Securities Agent State Law Examination 2024-10-04
  • S65 Uniform Investment Adviser Law Examination
    2024-10-04
  • S63 Uniform Securities Agent State Law Examination
    2024-10-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor