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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-05-31
  • IA RA
    APPROVED
    Since 2019-05-31

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
Equitrust Investment Management Services, Inc. West Des Moines IA 08/1994 Present
Equitrust Marketing Services, Llc West Des Moines IA 08/1994 Present
  • 08/1994 → Present
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
  • 08/1994 → Present
    Equitrust Marketing Services, Llc
    West Des Moines, IA
Other Businesses

FBL WEALTH MANAGMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; 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 FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-07
  • S63 Uniform Securities Agent State Law Examination
    1991-11-07
Designations
Other Names
  • Julie Marie Stevermer

View on SEC IAPD

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