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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-27
IL RA APPROVED 2025-01-16
NC RA APPROVED 2024-05-29
OK RA APPROVED 2024-03-04
MT RA APPROVED 2023-07-07
GA RA APPROVED 2022-08-12
FL RA APPROVED 2021-12-14
WV RA APPROVED 2021-11-16
NE RA APPROVED 2021-11-03
MN RA APPROVED 2021-10-22
MO RA APPROVED 2021-03-08
IA RA APPROVED 2018-08-11
  • OR RA
    APPROVED
    Since 2026-01-27
  • IL RA
    APPROVED
    Since 2025-01-16
  • NC RA
    APPROVED
    Since 2024-05-29
  • OK RA
    APPROVED
    Since 2024-03-04
  • MT RA
    APPROVED
    Since 2023-07-07
  • GA RA
    APPROVED
    Since 2022-08-12
  • FL RA
    APPROVED
    Since 2021-12-14
  • WV RA
    APPROVED
    Since 2021-11-16
  • NE RA
    APPROVED
    Since 2021-11-03
  • MN RA
    APPROVED
    Since 2021-10-22
  • MO RA
    APPROVED
    Since 2021-03-08
  • IA 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 West Des Moines IA 02/2000 06/2019
Equitrust Marketing Serv Llc West Des Moines IA 02/2000 Present
Fbl Financial Group West Des Moines IA 07/2019 12/2022
Fbl Financial Group West Des Moines IA 01/2023 Present
  • 02/2000 → 06/2019
    Farm Bureau
    West Des Moines, IA
  • 02/2000 → Present
    Equitrust Marketing Serv Llc
    West Des Moines, IA
  • 07/2019 → 12/2022
    Fbl Financial Group
    West Des Moines, IA
  • 01/2023 → Present
    Fbl Financial Group
    West Des Moines, IA
Previous Registrations
  • 2018-07-17 → 2018-08-10
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
  • 2009-03-30 → 2016-07-20
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) OBA DATED 1/13/2004. NAME OF OTHER BUSINESS/ACTIVITY: FARMING, 1998 - 180TH ST., POMEROY IA; NATURE OF BUSINESS - FARMING; RELATIONSHIP - OWNER/OPERATOR; START/END DATES - 1990 - PRESENT; APPROX NUMBER OF HRS/MTH DEVOTED - 40; DUTIES - ROW CROP FARMING OWNER; HOW COMPENSATED - CASH RENT FOR 50 ACRES. 2)FARM BUREAU, NOT INVESTMENT RELATED. 5400 UNIVERSITY AVENUE, WEST DES MOINES, IA, INSURANCE, INSURANCE AGENT/AGENCY MANAGER 02/21/00, FULL TIME. SELLING INSURANCE. 3) 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-27
S63 Uniform Securities Agent State Law Examination 2000-03-03
  • S65 Uniform Investment Adviser Law Examination
    2009-03-27
  • S63 Uniform Securities Agent State Law Examination
    2000-03-03

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