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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| OK | RA | APPROVED | 2024-02-05 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-20 |
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