Andrew Joseph Moore

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

• 10/2009 → Present
  Farm Bureau
  West Des Moines, IA
• 10/2009 → Present
  Equitrust Marketing Serv Llc
  West Des Moines, IA

Previous Registrations

• 2012-10-23 → 2018-08-10
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Other Businesses

1) Andrew Moore Agency Inc; Not Investment Related; 575 4TH ST SE, WAUKON IA 52172; President/Owner; Compensated, Entity formed for Agency Inc program; STATED IN 04/2006. DEVOTE ABOUT 2 HRS A MONTH WITH 0 HOURS DURING TRADING HOURS; No different than my agent/financial advisor activity. 2) BOWLING BALL/EQUIPMENT SALES & SERVICE, 575 4TH ST SE, WAUKON IA, OPERATOR SINCE 11/01/2011, 2 HRS PER WEEK FOR 32 WEEKS, 0 DURING SECURITIES TRADING, DRILL AND SELL BOWLING BALLS FOR/TO FRIENDS I AM IN LEAGUE WITH. I DO NOT ADVERTISE AND MY HOURS OF OPERATION ARE AT 5:00 P.M CST, BUSINESS NAME IS AJ'S PRO SHOP, COMMISSION BASED OFF OF PROFIT MARGIN (SALES PRICE-COST), APPROX. $1100/YR. 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 11-01-2009; 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) 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. 5) Andrew Moore; Not Investment Related; 575 4th st se, waukon, IA, 52172, United States; rental real estate; owner; Start 1/1/2020; 2 hours per month; 0 hours per month during trading hours; Other Compensation; collecting of rents for profit.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-02

Designations

• Certified Financial Planner