Teresa Kay Boeken

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Farm Bureau
  Lyons, KS
• 09/2005 → Present
  Fbl Marketing Services
  West Des Moines, IA

Other Businesses

1) DATED 10/27/2006 - BOEKEN LAND & CATTLE LLC, 1565 AVE. T, STERLING, KS 67579; MANAGER 2) TERESA BOEKEN AGENCY INC. INSURANCE SALES DBA. STARTING 2/1/14. 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 11/1/2005; 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) Blackbear Alley Investments LLC, LLC formed to purchase a Farm Bureau Building location, Co-chair. 2 hours devoted to this activity both during the month, and 0 hours during security trading hours. 5) 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. 6) Juice Plus - compensated. Not investment related. Multi-level marketing organization. Virtual Franchise Owner. 140 Crescent Drive, Collierville, TN 38017. Duties: Share Information through personal interaction, social media website about the health benefits. Start date 11/26/18. 5 hours a month, 0 hours during trading hours. 7) 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

• S65 Uniform Investment Adviser Law Examination
  2025-08-05
• S63 Uniform Securities Agent State Law Examination
  2005-10-21

Other Names

• Teresa Kay Walton