James
Eaton

Fbl Wealth Management, LLC

CRD#5095408
Investment Advisor
in West Des Moines, IA

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About this Advisor

James Eaton is a financial advisor based in West Des Moines, Iowa. Currently a registered investment advisor at Fbl Wealth Management, LLC, Eaton has 12 years of professional experience as a registered investment advisor. Eaton has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Eaton is registered to work with investors based out of Kansas. Over the course of their career, Eaton has held roles at Fbl Marketing Services and Farm Bureau. Fbl Wealth Management, LLC is headquartered in West Des Moines, Iowa. As a company, Fbl Wealth Management, LLC retains three staff members. None of the investment firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Fbl Wealth Management, LLC can provide 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, Series 65

Years of Experience

12 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

James Eaton Work History

James has 12 years of experience.

2006 - Present (13 years)

Fbl Marketing Services

2006 - Present (13 years)

Farm Bureau

Disclosures

James Eaton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

Jared Nelson
West Des Moines, IA
Jason Meksch
West Des Moines, IA
Joshua Sievers
West Des Moines, IA
Robert Pickle
West Des Moines, IA
John Harada
West Des Moines, IA
John Saulpaw
West Des Moines, IA
Michael Axline
West Des Moines, IA
Lea Bonnecaze
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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