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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-10-24
  • NM RA
    APPROVED
    Since 2025-10-24

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 Services West Des Moines IA 04/2021 Present
James Polk Stone Community Bank Portales NM 05/2018 04/2021
D&D Aviation Clovis NM 08/2017 04/2018
Bostwick Farms Llc Melrose NM 05/2017 08/2017
Texico Municipal Schools Texico NM 01/2014 05/2017
Fbl Marketing Services, Llc West Des Moines IA 01/2025 Present
  • 04/2021 → Present
    Fbl Financial Services
    West Des Moines, IA
  • 05/2018 → 04/2021
    James Polk Stone Community Bank
    Portales, NM
  • 08/2017 → 04/2018
    D&D Aviation
    Clovis, NM
  • 05/2017 → 08/2017
    Bostwick Farms Llc
    Melrose, NM
  • 01/2014 → 05/2017
    Texico Municipal Schools
    Texico, NM
  • 01/2025 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
Other Businesses

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 04/01/2021; 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
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

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