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Mikayla Philipp

Fbl Wealth Management, LLC

West Des Moines, IA

CRD 8030926

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Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-04
  • IA RA
    APPROVED
    Since 2025-09-04

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
Fbl Financial Group West Des Moines IA 02/2020 10/2022
Simpson College Indianola IA 08/2016 05/2020
Johnny's Italian Steakhouse Des Moines IA 07/2014 03/2020
Drake University Des Moines IA 06/2021 05/2024
Fbl Financial Group West Des Moines IA 10/2022 10/2023
Fbl Financial Group West Des Moines IA 10/2023 09/2024
Fbl Financial Goup West Des Moines IA 09/2024 Present
Fbl Marketing Services, Llc West Des Moines IA 01/2025 Present
  • 02/2020 → 10/2022
    Fbl Financial Group
    West Des Moines, IA
  • 08/2016 → 05/2020
    Simpson College
    Indianola, IA
  • 07/2014 → 03/2020
    Johnny's Italian Steakhouse
    Des Moines, IA
  • 06/2021 → 05/2024
    Drake University
    Des Moines, IA
  • 10/2022 → 10/2023
    Fbl Financial Group
    West Des Moines, IA
  • 10/2023 → 09/2024
    Fbl Financial Group
    West Des Moines, IA
  • 09/2024 → Present
    Fbl Financial Goup
    West Des Moines, IA
  • 01/2025 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
Other Businesses

1) Apex Academy; Not Investment Related; 705 North Avenue, Norwalk, IA, 50211, United States; Coaching; Coach; Start 8/1/2019; 50 hours per month; 0 hours per month during trading hours; Other Compensation; Coach high school girls soccer. Paid based on season I coach. Most recent was $2,064 for the fall season. 2) 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. 3) Indianola High School; Not Investment Related; 1304 E 1st Ave, Indianola, IA, 50125, United States; Coaching; Assistant Coach; Start 3/24/2026; 25 hours per month; 0 hours per month during trading hours; Salary Compensation; Assistant soccer coach at Indianola High School for the Girls Soccer Program.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2025-04-10
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2025-04-10
Other Names
  • Mikayla Schmidt

View on SEC IAPD

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