Brook
Thompson

Fbl Wealth Management, LLC

CRD#5267292
Investment Advisor
in West Des Moines, IA

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About this Advisor

Brook Thompson is a financial advisor who lives in West Des Moines, Iowa. Currently an investment advisor at Fbl Wealth Management, LLC, they have accrued 11 years of practice in the financial advisory industry. Thompson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Thompson can work with clients in Nebraska. During their career, Thompson has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Lincoln Journal Star, Farm Bureau, Equitrust Marketing Serv LLC, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Cwm, LLC and Cetera Advisors Networks, LLC. Fbl Wealth Management, LLC is based out of West Des Moines, Iowa. In total, Fbl Wealth Management, LLC retains three staff members. None of the investment firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Fbl Wealth Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Number of Employees

85

IA Average: 166

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brook Thompson Work History

Brook has 11 years of experience.

2018 - Present (1 year)

Farm Bureau

2018 - Present (1 year)

Fbl Marketing Services, LLC

2017 - 2017 (< 1 year)

Cwm, LLC

2017 - 2018 (1 year)

Cetera Advisors Networks, LLC

2013 - 2017 (4 years)

Waddell & Reed Inc

2013 - 2017 (4 years)

Various Insurance Carriers For W & R Insurance Agencies

2011 - 2013 (2 years)

Farm Bureau

2011 - 2013 (2 years)

Equitrust Marketing Serv LLC

2010 - 2011 (1 year)

Northwestern Mutual Investment Services, LLC

2009 - 2011 (2 years)

Northwestern Mutual Life Insurance Company

2007 - 2009 (2 years)

Lincoln Journal Star

Disclosures

Brook Thompson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

Jared Nelson
West Des Moines, IA
Jason Meksch
West Des Moines, IA
Joshua Sievers
West Des Moines, IA
Robert Pickle
West Des Moines, IA
John Harada
West Des Moines, IA
John Saulpaw
West Des Moines, IA
Michael Axline
West Des Moines, IA
Lea Bonnecaze
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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