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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
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 |
|---|---|---|---|---|
| Fbl Marketing Services | West Des Moines | IA | 01/2006 | Present |
| Farm Bureau | West Des Moines | IA | 01/2006 | 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 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-23 |
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