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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-06 |
| CO | RA | APPROVED | 2023-10-17 |
| WY | RA | APPROVED | 2023-06-08 |
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 |
|---|---|---|---|---|
| Fbl Financial Group | West Des Moines | IA | 11/2022 | Present |
| Sisecam Wyoming | Green River | WY | 10/2018 | 10/2022 |
| Army National Guard | Boise | ID | 05/2008 | Present |
| Strata Worldwide | Rock Springs | WY | 07/2017 | 10/2018 |
| Intel Labs | Hillsboro | OR | 05/2016 | 07/2017 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 03/2023 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; LARAMIE WY; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 11/01/2022; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) Member of the National Guard; Not Investment Related; 4416 W Guard St Bldg 928 Boise ID 83705; Army Officer; Compensated; Start 05/10/2008; 24 HR/MO; 8 HR during trading; I am a platoon trainer for Idaho National Guard's Officer Candidate School. 3) 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. 4) Bear & Associates LLC; Not Investment Related,1207 Hailee Dr, Rock Springs, WY, 82901, United States; LLC for insurance business; Owner; Start 8/20/2026; 0 hours per month; 0 hours per month during trading hours; Other Compensation; Use this LLC to pay employees for insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
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