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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 2026-07-10
TX RA APPROVED_RES 2026-06-12
NM RA APPROVED 2025-05-23
FL RA APPROVED 2021-09-17
AZ RA APPROVED 2018-11-07
  • IA RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED_RES
    Since 2026-06-12
  • NM RA
    APPROVED
    Since 2025-05-23
  • FL RA
    APPROVED
    Since 2021-09-17
  • AZ RA
    APPROVED
    Since 2018-11-07

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
Fbl Marketing Services West Des Moines IA 03/1995 Present
Farm Bureau Financial Services West Des Moines IA 08/1999 Present
  • 03/1995 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 08/1999 → Present
    Farm Bureau Financial Services
    West Des Moines, IA
Previous Registrations
  • 2008-08-27 → 2018-11-06
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) OFFICER & DIRECTOR OF TWO NON-PROFIT COMMUNITY ORGANIZATIONS 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND 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 INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 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 08-01-2011; 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) 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. 5) Office Sublease; Not Investment Related; 9051 W Kelton Lane, Suite 6, Peoria, AZ 85382; Lessor. I sublease office space to claims adjuster; Start Date: 09/01/2018; 1 Hours/MO; 0 Hours during trading; Lessor. I sublease office space to claims adjuster.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-26
S63 Uniform Securities Agent State Law Examination 1996-01-24
  • S65 Uniform Investment Adviser Law Examination
    2008-08-26
  • S63 Uniform Securities Agent State Law Examination
    1996-01-24

View on SEC IAPD

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