Fbl Wealth Management, LLC

CRD#291396
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

Fbl Wealth Management, LLC operates as a financial advisory company that has its headquarters in West Des Moines, Iowa. The company has an average-sized team of 85 employees, of which 80 are financial advisors. Fbl Wealth Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, options and stocks.

The company's central office is located at 5400 University Avenue, West Des Moines, Iowa 50266. The firm is legally registered to serve customers across 37 U.S. states and territories.

Number of Advisors

80

Disclosures

No

Office Location

5400 University Avenue
West Des Moines, IA 50266

Fbl Wealth Management, LLC by the Numbers

Total Number of Employees

85

National Average: 31

Find a dedicated advisor for your needs

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Products and Services

Fbl Wealth Management, LLC offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. In the past fiscal year, it provided financial planning services to 1-10 of its accounts. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients. Fbl Wealth Management, LLC is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.

Core Advisor Services

  • Offered by 44% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 61% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 10% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

Back to Overview

Fee Structure

Fees charged by financial advisors are based on the type of financial services offered. However, fee types billed by the firm may include the following fee types: asset-based, fixed or other. Fbl Wealth Management, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

Available

  • Offered by 72% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 39% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

Back to Overview

Types of Clients

Fbl Wealth Management, LLC caters to retail investors. Fbl Wealth Management, LLC's biggest client type by number of accounts is retail investors. None of the company's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 100%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

Fbl Wealth Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

Financial Advisors at Fbl Wealth Management, LLC

John Secord
West Des Moines, IA
Robert Pickle
West Des Moines, IA
Nicholas Harklau
West Des Moines, IA
Jeanine Pendergrass
West Des Moines, IA
Kyle Gagner
West Des Moines, IA
Wayne Burkhart
West Des Moines, IA
Erin Bixby
West Des Moines, IA
Brook Thompson
West Des Moines, IA
Jeffery Leathers
West Des Moines, IA

Not sure which advisor is right for you? Use our matching tool

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today

Back to Overview

This content was compiled from the SEC and FINRA