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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-02-17
  • MN RA
    APPROVED
    Since 2023-02-17

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 West Des Moines IA 03/2010 Present
St Mary'S Cathedral St Cloud MN 07/2000 06/2024
St Augustine Church St Cloud MN 09/2007 03/2020
Fbl Marketing Services West Des Moines IA 01/2012 Present
  • 03/2010 → Present
    Farm Bureau
    West Des Moines, IA
  • 07/2000 → 06/2024
    St Mary'S Cathedral
    St Cloud, MN
  • 09/2007 → 03/2020
    St Augustine Church
    St Cloud, MN
  • 01/2012 → Present
    Fbl Marketing Services
    West Des Moines, IA
Previous Registrations
  • 2013-04-22 → 2017-12-31
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE, FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WEST DES MOINES, IA, INSURANCE AGENT SINCE 02/01/2010, 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. 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) USSF SOCCER OFFICIAL; Not Investment Related,1801 S PRAIRIE AVE, CHICAGO, IL, 60616, United States; OFFICIATING,SOCCER OFFICIAL; Start 1/1/2018; 30 hours per month; 0 hours per month during trading hours; Fee Based Compensation; OFFICIATE YOUTH SOCCER GAMES. 4) MSHSL,Is Not Investment Related,"2100 FREEWAY BLVD, , BROOKLYN CENTER, MN, 55430, United States",HIGH SCHOOL SOCCER OFFICIAL,SOCCER OFFICIAL,9/1/2025,12 hours per month,0 hours per month during trading hours,Fee Based Compensation,OFFICIATE HIGH SCHOOL SOCCER GAMES. RECEIVE A FEE PER GAME. 5) Andrew Floerke; not investment related; 2100 Shannon Dr, Saint Cloud, MN, 56301, United States; Play piano and organ music for church services; Church musician; Start 6/1/2026; 8 hours per month; 0 hours per month during trading hours; fee based compensation; play piano and organ music for church services and receive a fee per service played.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-16
S65 Uniform Investment Adviser Law Examination 2013-01-31
S63 Uniform Securities Agent State Law Examination 2010-05-26
  • S66 Uniform Combined State Law Examination
    2023-02-16
  • S65 Uniform Investment Adviser Law Examination
    2013-01-31
  • S63 Uniform Securities Agent State Law Examination
    2010-05-26

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