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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2019-07-23 |
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 |
|---|---|---|---|---|
| Farm Bureau Ins Co | Denver | CO | 03/1999 | Present |
| Fbl Marketing Services | West Des Moines | IA | 03/1999 | Present |
1) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 03-01-1999; 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) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 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 FBLWM 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) Raise & Sell Cattle; Not Investment Related; 2266 E 4195 N Filer, ID 83328; Owner; Start Date 2/20/2018; 10 Hours/MO; 0 Hours during trading; Owner/Operator. 5) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-06 |
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