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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-02-13 |
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 |
|---|---|---|---|---|
| Farm Bureau Financial Services | Lincoln | NE | 07/2016 | 03/2022 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 08/2016 | Present |
| Fbl Financial Group | West Des Moines | IA | 04/2022 | Present |
1)NAME: BRADLEY PROPERTIES LLC INV REL: Y ADD: 2507 PARK RD NEBRASKA CITY NE 68410 NATURE: REAL ESTATE SALES POSITION: OWNER START DATE: 11/1/11 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: BUY AND/OR SELL RESIDENTIAL RENTAL REAL ESTATE THROUGH A CLOSELY HELD LLC. BRADLEY PROPERTIES, LLC 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 SALES ASSOCIATE SINCE 04/01/2022; 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) Fusion Financial, LLC; Not investment related; 2507 Park Rd, Nebraska City, NE 68410; Managing Member; Start date TBD; 5 hr/yr; 0 hrs during trading; Set up for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-30 |
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