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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Marketing Services | West Des Moines | IA | 03/1995 | Present |
| Farm Bureau Financial Services | West Des Moines | IA | 08/1999 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-24 |
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