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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-10-28
MN RA APPROVED 2023-06-16
  • ND RA
    APPROVED
    Since 2024-10-28
  • MN RA
    APPROVED
    Since 2023-06-16

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
Fbl Financial Group West Des Moines IA 10/2022 Present
Agcountry Farm Credit Services Fergus Falls MN 02/2017 10/2022
Rdo Equipment Co. Fergus Falls MN 07/2010 02/2017
Fbl Marketing Services, Llc West Des Moines IA 02/2023 Present
  • 10/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 02/2017 → 10/2022
    Agcountry Farm Credit Services
    Fergus Falls, MN
  • 07/2010 → 02/2017
    Rdo Equipment Co.
    Fergus Falls, MN
  • 02/2023 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
Other Businesses

1) Farm land rental; Not Investment Related; 19498 155th Ave, Fergus Falls MN 56537; Land owner; Compensated, Farming/Ranching, Rental Property; Start 04/01/1996; 1 HR/MO; 0 HR during trading; I own farm land that is farmed or rented out. 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 10/01/2022; 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. 3) 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 2023-06-15
  • S66 Uniform Combined State Law Examination
    2023-06-15

View on SEC IAPD

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