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Account
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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-13 |
| CO | RA | APPROVED | 2025-07-22 |
| AR | RA | APPROVED | 2025-04-17 |
| OH | RA | APPROVED | 2024-06-20 |
| FL | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED | 2021-12-15 |
| AZ | RA | APPROVED | 2020-03-05 |
| NE | RA | APPROVED | 2020-02-21 |
| NM | RA | APPROVED | 2020-02-20 |
| KS | RA | APPROVED | 2020-02-19 |
| MN | RA | APPROVED | 2020-02-19 |
| MO | RA | APPROVED | 2020-02-19 |
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 |
|---|---|---|---|---|
| Orvis | Leawood | KS | 09/2012 | 06/2017 |
| Bmo Harris Financial Advisors | Olathe | KS | 07/2014 | 02/2020 |
| Fbl Financial Group Llc | West Des Moines | IA | 02/2020 | Present |
| Fbl Marketing Services Llc | West Des Moines | IA | 02/2020 | Present |
1) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM 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. 2) FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 02-13-2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-23 |
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