Fbl Wealth Management, LLC
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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
Years of Experience
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Fbl Wealth Management, LLC Brokerage Details
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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.
Fbl Marketing Services
James Eaton has no disclosures.
Please visit their SEC profile for more details.