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

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
OK RA APPROVED 2024-02-05
  • TX RA
    APPROVED
    Since 2025-01-02
  • OK RA
    APPROVED
    Since 2024-02-05

Branch Locations

5400 University 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
Tenaska Inc. Kiowa OK 05/2018 01/2022
Us Army Fort Polk LA 05/2010 05/2018
Us Army Reserve Mustang OK 05/2018 11/2020
Fbl Financial Group West Des Moines IA 02/2022 Present
Fbl Marketing Services, Llc West Des Moines IA 02/2023 Present
Fbl Financial Group West Des Moines IA 11/2021 01/2022
  • 05/2018 → 01/2022
    Tenaska Inc.
    Kiowa, OK
  • 05/2010 → 05/2018
    Us Army
    Fort Polk, LA
  • 05/2018 → 11/2020
    Us Army Reserve
    Mustang, OK
  • 02/2022 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 02/2023 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 11/2021 → 01/2022
    Fbl Financial Group
    West Des Moines, IA
Other Businesses

1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; OKLAHOMA CITY OK; INSURANCE AGENT SINCE 04/01/2022; 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) Legal Shield; not investment related; One Pre Paid Way, Ada, OK 74820; Solicit LegalShield memberships; Sales Representative; Start date - since company's agreements were established; 1-2 hours per month; 1 hour during securities trading hours. 3) Coffee-Haney Realty; Not Investment Related; 282 E 10th St Coalgate, OK 74538; Agent/Sales associate; Compensated, Real Estate Agent; Start 02/01/2021; 4 HR/MO; 0 HR during trading; Real estate agent helping people buy and sell real property. 4) Mowing Service; Not Investment Related; 282 E 10th St Coalgate, OK 74538; Owner/worker; Compensated, mowing service; Start 08/01/2021; 10 HR/MO but changes month to month; 0 HR during trading; Provide mowing service to clients. 5) City of Lehigh Council; Not Investment Related; Hwy 75 Lehigh, OK 74556; Council member; Compensated, Volunteer, Board Member; Start 01/01/2011; 2 HR/MO; 0 HR during trading; Volunteer to serve on board. 6) Patrick and Melissa Jackson Cattle; Not Investment Related; 282 E 10th St Coalgate, OK 74538; Owner/ranch hand; Compensated, Farming/Ranching; Start 05/01/2018; 10 HR/MO; 0 HR during trading; Raising beef cattle. 7) Patrick and Melissa Jackson Rental Property; Not Investment Related; 406 S. Bayard St Coalgate, OK 74538; Owner; Compensated, Rental Property; Start 01/01/2019; 3 HR/MO; 0 HR during trading; Rental property owner. 8) Patrick and Melissa Jackson Rental Property; Not Investment Related; 2 S. Orray St Coalgate, OK 74538; Owner; Compensated, Rental Property; Start 01/01/2019; 3 HR/MO; 0 HR during trading; Rental property owner. 9) 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-03
S63 Uniform Securities Agent State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2024-02-03
  • S63 Uniform Securities Agent State Law Examination
    2023-03-20

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