Evan
Bisson
Fbl Wealth Management, LLC
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About this Advisor
Evan Bisson is a financial advisor who works in West Des Moines, Iowa who has 5 years of industry experience. Bisson is an advisor for Fbl Wealth Management, LLC. During their career, Bisson has held roles at Bank Of The West, Bancwest Investment Services, Farm Bureau, Fbl Marketing Services, LLC and Fbl Financial Group. Bisson has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in Colorado, Iowa, Missouri, Nebraska, Nevada, South Dakota and Wyoming. Fbl Wealth Management, LLC is a registered investment business based out of West Des Moines, IA. The company has offices in 157 locations and a total of 169 financial advisors. It handles $11 million in assets under management among its one client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its one accounts, just 5% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm provides a diverse set of services, such as 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. Financial management fee schedules typically are based on which services the firm provides the client. Fees charged by Fbl Wealth Management, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fbl Wealth Management, LLC Brokerage Details
$10,869,431
169
1
$10,869,431
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
Evan Bisson Work History
Evan has been registered as a financial advisor for 5 years.*
Fbl Financial Group
Fbl Marketing Services, LLC
Fbl Financial Group
Farm Bureau
Bank Of The West
Bancwest Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Bisson 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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