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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-27 |
| MO | RA | APPROVED | 2025-02-04 |
| OR | RA | APPROVED | 2023-08-09 |
| NE | RA | APPROVED | 2022-08-01 |
| NM | RA | APPROVED | 2022-02-24 |
| MT | RA | APPROVED | 2020-11-05 |
| IA | RA | APPROVED | 2018-08-14 |
| SD | RA | APPROVED | 2018-08-13 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Insurance | West Des Moines | IA | 01/1986 | Present |
| Fbl Marketing Services | West Des Moines | IA | 03/1987 | Present |
| West Lyon School | Inwood | IA | 08/1987 | 12/2021 |
1) OWNER OF HOG FARM;CAPEL TWP., SIOUX CO., IA 9/2007 ON-GOING; 1 HR/MTH. 2) 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. 3) SUBSTITUTE BUS DRIVER, FOR WESTLYON SCHOOLS, I WILL MAKE ABOUT $200 PER YEAR. 4) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 01-05-1986; 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. 5) Owner of duplex home; Investment related; Rental; Owner; May 2014 to Current; 5 min/month; 0 hrs during trading; Record rent checks and bring them to bank. 6) Notary; Not Investment Related; 710 S 2nd Rock Rapids IA 51246; Notary - not paid service for Farm Bureau members; Volunteer; Start 05-2000; 2 minutes 3 or 4 times per year; same as above (2 minutes 3 or 4 times per year); I notarize documents for free for Farm Bureau members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-30 |
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