Best Investors
Account
Sign in
5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-04 |
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 |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 10/2022 | 03/2023 |
| North Star Resource Group | Fitchburg | WI | 10/2022 | 03/2023 |
| Sauk Prairie High School | Prairie Du Sac | WI | 09/2014 | 09/2018 |
| Uw-Stout | Menomonie | WI | 09/2018 | 01/2020 |
| Uw-Whitewater | Whitewater | WI | 01/2020 | 05/2023 |
| Securian Financial Services Inc | St Paul | MN | 04/2023 | 08/2023 |
| Minnesota Life Ins Co | St Paul | MN | 04/2023 | 08/2023 |
| North Star Resource Group | Madison | WI | 04/2023 | 06/2025 |
| Cetera Wealth Services, Llc | Madison | WI | 08/2023 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 06/2025 |
| Fbl Financial Group | West Des Moines | IA | 07/2025 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 09/2025 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; RURAL MUTUAL INSURANCE COMPANY AND AFFILIATES; MADISON WI; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 07/01/2025; 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-31 |
Reach out to this advisor