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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-03
UT RA APPROVED 2026-03-13
  • AZ RA
    APPROVED
    Since 2026-04-03
  • UT RA
    APPROVED
    Since 2026-03-13

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
Tdameritrade, Inc Scottsdale AZ 02/2014 06/2019
Charles Schwab & Co., Inc. Salt Lake City UT 06/2019 07/2023
Charles Schwab Bank Salt Lake City UT 06/2019 07/2023
Modern Woodmen Of America Rock Island IL 03/2024 06/2024
Unemployed Centerville UT 08/2023 02/2024
Osaic Wealth, Inc. Farmington UT 03/2025 02/2026
Unemployed Rock Island IL 06/2024 03/2025
Fbl Financial Group West Des Moines IA 02/2026 Present
Fbl Marketing Services, Llc West Des Moines IA 02/2026 Present
Fbl Wealth Management Llc West Des Moines IA 03/2026 Present
  • 02/2014 → 06/2019
    Tdameritrade, Inc
    Scottsdale, AZ
  • 06/2019 → 07/2023
    Salt Lake City, UT
  • 06/2019 → 07/2023
    Charles Schwab Bank
    Salt Lake City, UT
  • 03/2024 → 06/2024
    Modern Woodmen Of America
    Rock Island, IL
  • 08/2023 → 02/2024
    Unemployed
    Centerville, UT
  • 03/2025 → 02/2026
    Farmington, UT
  • 06/2024 → 03/2025
    Unemployed
    Rock Island, IL
  • 02/2026 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 02/2026 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 03/2026 → Present
    West Des Moines, IA
Previous Registrations
  • 2025-03-28 → 2026-02-09
    Scottsdale, AZ
    Farmington, UT
    Farmington, UT
  • 2019-07-12 → 2023-07-05
    Cottonwood Heights, UT
    Seattle, WA
  • 2014-03-14 → 2019-06-14
    Td Ameritrade, Inc.
    Scottsdale, AZ
  • 2014-03-14 → 2019-06-14
    Td Ameritrade Investment Management, Llc
    Scottsdale, AZ
  • 2011-05-04 → 2014-02-20
    Usaa Financial Planning Services
    Phoenix, AZ
Other Businesses

FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 02/09/2026; FULL TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-18
S63 Uniform Securities Agent State Law Examination 1998-04-17
  • S65 Uniform Investment Adviser Law Examination
    2011-04-18
  • S63 Uniform Securities Agent State Law Examination
    1998-04-17
Designations

View on SEC IAPD

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