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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2019-07-23
  • ID RA
    APPROVED
    Since 2019-07-23

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
Farm Bureau Ins Co Denver CO 03/1999 Present
Fbl Marketing Services West Des Moines IA 03/1999 Present
  • 03/1999 → Present
    Farm Bureau Ins Co
    Denver, CO
  • 03/1999 → Present
    Fbl Marketing Services
    West Des Moines, IA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-23
S63 Uniform Securities Agent State Law Examination 1999-05-06
  • S65 Uniform Investment Adviser Law Examination
    2019-07-23
  • S63 Uniform Securities Agent State Law Examination
    1999-05-06

View on SEC IAPD

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