Best Investors Account Sign in
Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2024-07-21
FL RA APPROVED 2024-05-07
OH RA APPROVED 2021-11-17
AZ RA APPROVED 2021-09-16
SD RA APPROVED 2021-09-13
IL RA APPROVED 2021-09-10
NE RA APPROVED 2021-09-08
KS RA APPROVED 2021-09-07
IA RA APPROVED 2021-09-03
MO RA APPROVED 2021-09-03
TX RA APPROVED 2021-09-03
  • ND RA
    APPROVED
    Since 2024-07-21
  • FL RA
    APPROVED
    Since 2024-05-07
  • OH RA
    APPROVED
    Since 2021-11-17
  • AZ RA
    APPROVED
    Since 2021-09-16
  • SD RA
    APPROVED
    Since 2021-09-13
  • IL RA
    APPROVED
    Since 2021-09-10
  • NE RA
    APPROVED
    Since 2021-09-08
  • KS RA
    APPROVED
    Since 2021-09-07
  • IA RA
    APPROVED
    Since 2021-09-03
  • MO RA
    APPROVED
    Since 2021-09-03
  • TX RA
    APPROVED
    Since 2021-09-03

Branch Locations

5400 Univeristy 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
R. W. Baird & Company Sioux City IA 07/2017 09/2021
Great Southern Bank Sioux City IA 09/2008 07/2017
Fbl Marketing Services West Des Moines IA 09/2021 Present
Fbl Financial Group West Des Moines IA 09/2021 12/2022
Fbl Financial Group West Des Moines IA 01/2023 Present
  • 07/2017 → 09/2021
    R. W. Baird & Company
    Sioux City, IA
  • 09/2008 → 07/2017
    Great Southern Bank
    Sioux City, IA
  • 09/2021 → Present
    Fbl Marketing Services
    West Des Moines, IA
  • 09/2021 → 12/2022
    Fbl Financial Group
    West Des Moines, IA
  • 01/2023 → Present
    Fbl Financial Group
    West Des Moines, IA
Previous Registrations
Other Businesses

oFARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE SALES ASSOCIATE SINCE 01/03/2023; 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-21
  • S66 Uniform Combined State Law Examination
    2017-11-21
Other Names
  • Lori Dawn Marshall
  • Lori D Brown

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Des Moines, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor