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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-09-26 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Co | Des Moines | IA | 03/2015 | 10/2016 |
| Unemployed | Urbandale | IA | 07/2018 | 09/2018 |
| Unemployed | Kansas City | MO | 10/2016 | 12/2017 |
| Thrivent Investment Management Inc | Overland Park | KS | 01/2018 | 07/2018 |
| Thrivent Financial | Appleton | WI | 01/2018 | 04/2018 |
| Thrivent Financial | Johnston | IA | 09/2018 | 11/2022 |
| Unemployed | Ames | IA | 11/2022 | 09/2024 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 09/2024 | Present |
| Fbl Financial Group | West Des Moines | IA | 09/2024 | Present |
| Thrivent Financial | Appleton | WI | 04/2018 | 07/2018 |
| Thrivent Investment Management Inc | Johnston | IA | 09/2018 | 11/2022 |
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 09/09/2024; 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 | 2016-06-01 |
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