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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-03
KS RA APPROVED 2024-07-02
OR RA APPROVED 2022-08-23
OK RA APPROVED 2022-08-16
OH RA APPROVED 2021-09-03
NM RA APPROVED 2020-09-24
WA RA APPROVED 2020-09-23
AZ RA APPROVED 2020-07-01
ID RA APPROVED 2020-06-25
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • KS RA
    APPROVED
    Since 2024-07-02
  • OR RA
    APPROVED
    Since 2022-08-23
  • OK RA
    APPROVED
    Since 2022-08-16
  • OH RA
    APPROVED
    Since 2021-09-03
  • NM RA
    APPROVED
    Since 2020-09-24
  • WA RA
    APPROVED
    Since 2020-09-23
  • AZ RA
    APPROVED
    Since 2020-07-01
  • ID RA
    APPROVED
    Since 2020-06-25

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Farm Bureau Financial Services West Des Moines IA 07/2014 12/2022
Fbl Marketing Services West Des Moines IA 07/2014 Present
Fbl Financial Group West Des Moines IA 01/2023 Present
  • 07/2014 → 12/2022
    Farm Bureau Financial Services
    West Des Moines, IA
  • 07/2014 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 01/2023 → Present
    Fbl Financial Group
    West Des Moines, IA
Previous Registrations
  • 2001-07-16 → 2004-04-20
    Carillon Investments, Inc.
    Cincinnati, OH
Other Businesses

10 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. 2) FARM BUREAU LIFE AND AFFILIATES, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WDM IA, INSURANCE, 06/01/2014, FULL TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-24
S63 Uniform Securities Agent State Law Examination 1994-01-20
  • S65 Uniform Investment Adviser Law Examination
    1997-03-24
  • S63 Uniform Securities Agent State Law Examination
    1994-01-20
Other Names
  • Mike Simpson
  • William Simpson
  • Michael Simpson

View on SEC IAPD

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