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Current Employers
Fbl Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2025-07-24
FL RA APPROVED 2025-03-07
MO RA APPROVED 2025-01-10
MN RA APPROVED 2024-07-29
IA RA APPROVED 2024-05-08
  • SD RA
    APPROVED
    Since 2025-07-24
  • FL RA
    APPROVED
    Since 2025-03-07
  • MO RA
    APPROVED
    Since 2025-01-10
  • MN RA
    APPROVED
    Since 2024-07-29
  • IA RA
    APPROVED
    Since 2024-05-08

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
Bait & Hook Cokato MN 09/2018 03/2019
Fitness Installation Inc. Dassel MN 06/2016 Present
Gallagher Sioux City MN 06/2023 08/2023
Fbl Financial Group West Des Moines IA 01/2024 Present
Fbl Marketing Services, Llc West Des Moines IA 02/2024 Present
Dassel-Cokato Middle/High School Cokato MN 09/2013 06/2022
  • 09/2018 → 03/2019
    Bait & Hook
    Cokato, MN
  • 06/2016 → Present
    Fitness Installation Inc.
    Dassel, MN
  • 06/2023 → 08/2023
    Gallagher
    Sioux City, MN
  • 01/2024 → Present
    Fbl Financial Group
    West Des Moines, IA
  • 02/2024 → Present
    Fbl Marketing Services, Llc
    West Des Moines, IA
  • 09/2013 → 06/2022
    Dassel-Cokato Middle/High School
    Cokato, MN
Other Businesses

1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE SALES ASSOCIATE SINCE 01/19/2024; 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) Fitness Installation Inc; Not Investment Related; 74540 213th St, Dassel, MN, 55325; Carpenter; Compensated; Start 06/01/2016; 25 HR/MO; 0 HR during trading; Install gym floors. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
  • S66 Uniform Combined State Law Examination
    2024-05-06

View on SEC IAPD

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