Cheri
Griffin

Fbl Wealth Management, LLC

CRD#4896102
Investment Advisor
in West Des Moines, IA
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About this Advisor

Cheri Griffin is an advisor who is based out of West Des Moines, Iowa. Currently a registered financial advisor at Fbl Wealth Management, LLC, they have accrued 14 years of work experience as a financial advisor. Griffin has a Series 63 license, certifying the advisor as a securities representative. Griffin can advise investors in Kansas. The advisor has gained experience at Fbl Marketing Serv, LLC, Farm Bureau and Equitrust Marketing Serv LLC. Fbl Wealth Management, LLC is based out of West Des Moines, Iowa. As a company, Fbl Wealth Management, LLC retains three staff members. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Fbl Wealth Management, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 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

Cheri Griffin Work History

Cheri has 14 years of experience.

2012 - Present (7 years)

Fbl Marketing Serv, LLC

2004 - Present (15 years)

Farm Bureau

2004 - 2012 (8 years)

Equitrust Marketing Serv LLC

Disclosures

Cheri Griffin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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