Daniel
Ricklefs

Fbl Wealth Management, LLC

CRD#5679724
Investment Advisor
in West Des Moines, IA
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About this Advisor

Daniel Ricklefs is a certified financial planner who is based in West Des Moines, Iowa. Currently an investment advisor with Fbl Wealth Management, LLC, Ricklefs has 11 years of professional experience. Ricklefs has a Series 63 license, which qualifies the advisor as a securities representative. Ricklefs can work with clients based out of Iowa. During their career, Ricklefs has held roles at Country Financial, Kone Inc, Farm Bureau Financial Services and Fbl Marketing Servies, LLC. Fbl Wealth Management, LLC is headquartered in West Des Moines, Iowa. As a registered investment advisory firm, Fbl Wealth Management, LLC retains three staff members. None of the advisory firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Fbl Wealth Management, LLC provides 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, Certified Financial Planner

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

Daniel Ricklefs Work History

Daniel has 11 years of experience.

2018 - Present (1 year)

Farm Bureau Financial Services

2018 - Present (1 year)

Fbl Marketing Servies, LLC

2009 - 2018 (9 years)

Country Financial

2007 - 2009 (2 years)

Kone Inc

Disclosures

Daniel Ricklefs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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