Best Investors
Account
Sign in
Best Investors
Account
Sign in
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-10-04 |
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Boise | ID | 03/2014 | 02/2017 |
| New York Life Insurance Company | Boise | ID | 11/2013 | 02/2017 |
| Farm Bureau Financial Services | West Des Moines | IA | 02/2017 | 04/2023 |
| Fbl Marketing Serv | West Des Moines | IA | 02/2017 | Present |
| Farm Bureau Financial Services | West Des Moines | IA | 05/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-02 |
Reach out to this advisor