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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-03-12
  • ID RA
    APPROVED
    Since 2024-03-12

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
State Farm Insurance Meridian ID 04/2015 09/2016
State Farm Vp Management Corp Meridian ID 04/2015 09/2016
Farm Bureau Twin Falls ID 10/2016 Present
Fbl Marketing Services Llc West Des Moines IA 11/2016 Present
  • 04/2015 → 09/2016
    State Farm Insurance
    Meridian, ID
  • 04/2015 → 09/2016
    State Farm Vp Management Corp
    Meridian, ID
  • 10/2016 → Present
    Farm Bureau
    Twin Falls, ID
  • 11/2016 → Present
    Fbl Marketing Services Llc
    West Des Moines, IA
Previous Registrations
Other Businesses

1) FARM BUREAU, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WEST DES MOINES, IA, INSURANCE AGENCY MANAGER SINCE 10/01/2016, FULL-TIME SELLING INSURANCE. 2) Colorado PUD / 46 Acre property plotted for 25 Home sites; Not Investment Related; TBD N. Oak Way, Glenwood Springs, CO 81601; Owner; Start Date 9/1/2020; 2 Hours/MO; 0 Hours during trading; Strateging with my business partner on best way to sell development. 3) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 4) 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 5) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; FULL TIME ROLE SINCE 10/01/2016; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
S63 Uniform Securities Agent State Law Examination 2001-08-22
  • S66 Uniform Combined State Law Examination
    2005-05-27
  • S63 Uniform Securities Agent State Law Examination
    2001-08-22
Designations

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