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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-06-06
  • IA RA
    APPROVED
    Since 2023-06-06

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
City Of Fairfield, Ia Parks Dept. Fairfield IA 05/2018 06/2020
Iowa Dept. Of Transportation Fairfield IA 06/2020 11/2020
City Of Farmington, Ia Farmington IA 11/2020 06/2021
Van Buren County Iowa Highway Dept. Keosauqua IA 11/2020 06/2021
Iowa Dept Of Transportation Fairfield IA 06/2021 11/2021
First Iowa State Bank Keosauqua IA 07/2021 11/2021
Libertyville Savings Bank Fairfield IA 11/2021 04/2022
Ideal Ready Mix, Inc Fairfield IA 05/2022 12/2022
Fbl Financial Group West Des Moines IA 12/2022 Present
Unemployed Bonaparte IA 02/2013 05/2018
Fbl Marketing Services, Llc West Des Moines IA 02/2023 Present
Fbl Financial Group West Des Moines IA 11/2022 12/2022
  • 05/2018 → 06/2020
    City Of Fairfield, Ia Parks Dept.
    Fairfield, IA
  • 06/2020 → 11/2020
    Iowa Dept. Of Transportation
    Fairfield, IA
  • 11/2020 → 06/2021
    City Of Farmington, Ia
    Farmington, IA
  • 11/2020 → 06/2021
    Van Buren County Iowa Highway Dept.
    Keosauqua, IA
  • 06/2021 → 11/2021
    Iowa Dept Of Transportation
    Fairfield, IA
  • 07/2021 → 11/2021
    First Iowa State Bank
    Keosauqua, IA
  • 11/2021 → 04/2022
    Libertyville Savings Bank
    Fairfield, IA
  • 05/2022 → 12/2022
    Ideal Ready Mix, Inc
    Fairfield, IA
  • 12/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 02/2013 → 05/2018
    Unemployed
    Bonaparte, IA
  • 02/2023 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 11/2022 → 12/2022
    Fbl Financial Group
    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 SALES ASSOCIATE SINCE 12/19/2022; 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-05
  • S66 Uniform Combined State Law Examination
    2023-06-05
Designations

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