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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2022-04-07
MO RA APPROVED 2022-04-06
IA RA APPROVED 2020-05-08
CO RA APPROVED 2020-05-06
TX RA APPROVED_RES 2020-05-06
OK RA APPROVED 2020-02-06
KS RA APPROVED 2018-08-11
  • AR RA
    APPROVED
    Since 2022-04-07
  • MO RA
    APPROVED
    Since 2022-04-06
  • IA RA
    APPROVED
    Since 2020-05-08
  • CO RA
    APPROVED
    Since 2020-05-06
  • TX RA
    APPROVED_RES
    Since 2020-05-06
  • OK RA
    APPROVED
    Since 2020-02-06
  • KS RA
    APPROVED
    Since 2018-08-11

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
Fbl Marketing Services West Des Moines IA 01/2006 Present
Farm Bureau West Des Moines IA 01/2006 Present
  • 01/2006 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 01/2006 → Present
    Farm Bureau
    West Des Moines, IA
Previous Registrations
  • 2009-09-24 → 2018-08-10
    Equitrust Investment Management Services, Inc.
    West Des Moines, IA
Other Businesses

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 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. 2. FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE Agent SINCE 4/1/2006; 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. 3. JACE PROPERTY MANAGEMENT, LLC; INVESTMENT RELATED; RENTAL HOMES; OWNER; STARTING 8/1/2018; 5 HR/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; PROPERTY OWNER. 4. WFM, LLC; Not Investment Related; 17091 S Schweiger Dr, Olathe, KS, 66062, United States; Rental Property; Owner; Start 4/1/2023; 1 hours per month; 0 hours per month during trading hours; No Compensation Compensation; invested in rental properties. Do not manage or have any obligations, strictly cash investment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-22
S63 Uniform Securities Agent State Law Examination 2006-02-23
  • S65 Uniform Investment Adviser Law Examination
    2009-09-22
  • S63 Uniform Securities Agent State Law Examination
    2006-02-23
Other Names
  • Jamie Allen Eaton

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