David
Matthias

Fbl Wealth Management, LLC

CRD#2509362
Investment Advisor
in West Des Moines, IA

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,630,006

IA Average: $9,259,360,772
Total Number of Employees

168

IA Average: 166
Total Number of Accounts

1

IA Average: 7,189
Average Account Size

$8,630,006

IA Average: $1,287,990

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

2000 - Present (24 years)

Fbl Marketing Services

2000 - Present (24 years)

Farm Bureau Financial Services

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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

Lane Schulz
West Des Moines, IA
Morgan Flax
West Des Moines, IA
Ryan Harklau
West Des Moines, IA
Benjamin Houdek
West Des Moines, IA
Steven Lorenzen
West Des Moines, IA
Cary Knudson
West Des Moines, IA
Matthew Gurule
West Des Moines, IA
Ryan Burden
West Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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