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

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-06-01
IN RA APPROVED 2021-10-21
NM RA APPROVED 2018-08-13
  • IA RA
    APPROVED
    Since 2022-06-01
  • IN RA
    APPROVED
    Since 2021-10-21
  • NM RA
    APPROVED
    Since 2018-08-13

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 04/1974 Present
Farm Bureau Financial Services West Des Moines IA 01/1994 Present
  • 04/1974 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 01/1994 → Present
    Farm Bureau Financial Services
    West Des Moines, IA
Previous Registrations
  • 2008-10-14 → 2018-08-10
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

#1)CASH RENT SMALL FARM #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 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. #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 04/1974; 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 Space Rental; Not Investment Related; 1 Grand Ave. Suite A Roswell, NM 88201; Landlord; Start Date: 01/18/2018; 1/2 Hours/MO; 1/2 Hours during trading; Own the building, rent 1/2 to Edward Jones.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-13
S63 Uniform Securities Agent State Law Examination 1996-03-01
  • S65 Uniform Investment Adviser Law Examination
    2008-10-13
  • S63 Uniform Securities Agent State Law Examination
    1996-03-01

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