Best Investors Account Sign in
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-09-06
  • ID RA
    APPROVED
    Since 2018-09-06

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fbl Financial Group West Des Moines IA 01/2002 Present
Fbl Marketing Services, Llc West Des Moines IA 01/2012 Present
  • 01/2002 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 01/2012 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
Previous Registrations
  • 2018-07-18 → 2018-09-06
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 01-01-2002; 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. 2) 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. 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. 4) 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. 5) JHPJ LLC; Not Investment Related; 1411 Falls Ave E, Ste 901 Twin Falls, ID 83301; Member LLC; Other business entity, LLC formed to be lessee for our office building; Start 1/05/2023; 1 HR/MO; 0 HR during trading; Manage lease of our office building.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-15
S63 Uniform Securities Agent State Law Examination 1993-04-23
  • S65 Uniform Investment Adviser Law Examination
    1997-08-15
  • S63 Uniform Securities Agent State Law Examination
    1993-04-23

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor