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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-02-21 |
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 |
|---|---|---|---|---|
| None | None | XX | 07/2015 | 06/2016 |
| Athene | West Des Moines | IA | 06/2016 | 07/2016 |
| Acclaim | Bloomington | IL | 08/2016 | 03/2017 |
| Voya | Des Moines | IA | 06/2017 | 06/2021 |
| Cetera | El Segundo | CA | 06/2021 | 07/2021 |
| Principal Life Insurance Company | Des Moines | IA | 07/2021 | 07/2022 |
| Principal Securities Inc | Des Moines | IA | 09/2021 | 07/2022 |
| Fbl Financial Group | West Des Moines | IA | 07/2022 | Present |
| Fbl Marketing Services, Llc | West Des Moines | IA | 08/2022 | Present |
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 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 | 2020-07-23 |
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