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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 2024-07-01
  • MN RA
    APPROVED
    Since 2024-07-01

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 Winona MN 10/2013 Present
Fbl Marketing Services West Des Moines IA 07/2015 Present
  • 10/2013 → Present
    Farm Bureau Financial Services
    Winona, MN
  • 07/2015 → Present
    Fbl Marketing Services
    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 10-01-2013; 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) Scott Evans Agency Inc, not investment related. Insurance sales dba, starting 2/1/2019. 3) Renting Office Space to Farm Bureau Federation; Not investment related; 1201 Gilmore Ave Ste F6, Winona, MN 55987; Subleasing office space; 04/01/2023; 0 hrs/mo; 0 hrs during trading; Just subleasing space. 4) 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
S63 Uniform Securities Agent State Law Examination 2015-10-08
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28
  • S63 Uniform Securities Agent State Law Examination
    2015-10-08

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