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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2019-02-13
  • NE RA
    APPROVED
    Since 2019-02-13

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
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
  • 07/2016 → 03/2022
    Farm Bureau Financial Services
    Lincoln, NE
  • 08/2016 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 04/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
Previous Registrations
  • 2016-09-30 → 2019-02-08
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
  • 2012-08-17 → 2016-07-27
    Omaha, NE
    Lincoln, NE
    Omaha, NE
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-24
S63 Uniform Securities Agent State Law Examination 2009-10-30
  • S65 Uniform Investment Adviser Law Examination
    2012-07-24
  • S63 Uniform Securities Agent State Law Examination
    2009-10-30

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