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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-26 |
| AR | RA | APPROVED | 2022-07-14 |
| IA | RA | APPROVED | 2022-07-14 |
| LA | RA | APPROVED | 2022-07-14 |
| TX | RA | APPROVED | 2022-07-14 |
| OK | RA | APPROVED | 2022-04-27 |
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 |
|---|---|---|---|---|
| Southern Farm Bureau | Jackson | MS | 11/2011 | 05/2017 |
| Fbl Financial Group | Idabel | OK | 05/2017 | 12/2022 |
| Fbl Marketing Serv | West Des Moines | IA | 06/2017 | Present |
| Fbl Financial Group | West Des Moines | IA | 01/2023 | Present |
1) 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. 2) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; OKLAHOMA CITY OK; FULL TIME ROLE SINCE 01/01/2023; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-11 |
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