David
Matthias
Fbl Wealth Management, LLC
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About this Advisor
David Matthias is a financial advisor based in West Des Moines, Iowa, working with Fbl Wealth Management, LLC. David has previously held positions at Fbl Marketing Services and Farm Bureau Financial Services. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Iowa. Currently, David is part of Fbl Wealth Management, LLC, which operates out of West Des Moines, Iowa. The firm has 162 offices and 168 employees. The firm manages assets totaling $8.6 million and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Fbl Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fbl Wealth Management, LLC Brokerage Details
$8,630,006
168
1
$8,630,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Matthias Work History
Fbl Marketing Services
Farm Bureau Financial Services
Disclosures
Please visit the SEC profile of David Matthias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fbl Wealth Management, LLC
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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