Jeffery Alan Picco

Employer firm

Fbl Wealth Management, LLC CRD 291396

$9.24M regulatory AUM 8,258 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1998 → 08/2023
  Country Companies Insurance Co
  Morris, IL
• 11/1998 → 08/2023
  Country Capital Management Company
  Little Canada, MN
• 08/2000 → 08/2023
  Country Trust Bank
  Bloomington, IL
• 09/2023 → 12/2023
  Fbl Financial Group
  West Des Moines, IA
• 09/2023 → Present
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 12/2023 → Present
  Fbl Financial Group
  West Des Moines, IA

Previous Registrations

• 2000-08-31 → 2007-07-27
  Country Trust Bank
  Little Canada, MN

Other Businesses

1.) 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-07
• S63 Uniform Securities Agent State Law Examination
  1999-02-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant