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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2026-07-02
WY RA APPROVED 2023-12-06
UT RA APPROVED 2018-08-13
ID RA APPROVED 2018-08-11
  • ND RA
    APPROVED
    Since 2026-07-02
  • WY RA
    APPROVED
    Since 2023-12-06
  • UT RA
    APPROVED
    Since 2018-08-13
  • ID RA
    APPROVED
    Since 2018-08-11

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
Farm Bureau W Des Moines IA 05/1990 Present
Fbl Marketing Services West Des Moines IA 05/1990 Present
  • 05/1990 → Present
    Farm Bureau
    W Des Moines, IA
  • 05/1990 → Present
    Fbl Marketing Services
    West Des Moines, IA
Previous Registrations
  • 2008-08-19 → 2018-08-10
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

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 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. 2. FARM BUREAU LIFE, FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WEST DES MOINES, IA, INSURANCE AGENT SINCE 05/01/1990, 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. 3. WONDERR HOLDINGS, LLC; OFFICE BUILDING/RENTAL & OTHER PASSIVE RENTAL PROPERTIES WILL BE TRANSFERRED INTO THIS LLC; NOT INVESTMENT RELATED; MANAGING MEMBER; START 12/1/12; 1 HR/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; MANAGING RENTALS. 4. Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-06-14
  • S63 Uniform Securities Agent State Law Examination
    1990-06-14
Designations

View on SEC IAPD

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