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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2021-12-08 |
| IA | RA | APPROVED | 2018-08-11 |
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 |
|---|---|---|---|---|
| Fbl Marketing Services | West Des Moines | IA | 03/2008 | Present |
| Farm Bureau Financial Services | West Des Moines | IA | 03/2015 | 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 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) SPORTS OFFICIAL LOCAL SCHOOL DISTRICT AND YOUTH/AAU TEAMS, SINCE 12/2009, 10 HRS/MONTH, REFEREE BASKETBALL AND SOCCER GAMES. 3) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 03-01-2015; 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. 4) jnjharada Agency, LLC; Not investment related; 112 Nile Kinnick Dr S, Adel, IA 50003; CEO; Compensated, Entity formed for tax purposes only; 2-1-17; 8-12 hrs/mo; 8 hrs during trading; Operations. 5) The Harada Agency, Not investment related. Agency Owner. 112 Nile Kinnick Dr S, Adel, IA 50003. DBA for insurance sales and financial services with FBLMS/FBLWM Affiliates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-01 |
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