Jared
Nelson

Fbl Wealth Management, LLC

CRD#3099473
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jared Nelson is a financial advisor working out of West Des Moines, Iowa, with 11 years of work experience. Nelson currently works for Fbl Wealth Management, LLC. Their career trajectory has included roles at Harbour Investments, Inc, Coordinated Capital Securities, Inc, Farm Bureau, Equitrust Marketing Serv LLC, Fbl Marketing Services, LLC and Farm Bureau Financial Services, LLC. Nelson has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Fbl Wealth Management, LLC is a registered investment company that has its headquarters in West Des Moines, Iowa. It has offices in 55 locations and a total of 85 people on staff. Fbl Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on which service is provided. However, fees charged by Fbl Wealth Management, LLC likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

Yes

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

Jared Nelson Work History

Jared has 12 years of experience.

2018 - Present (2 years)

Farm Bureau Financial Services, LLC

2012 - Present (8 years)

Fbl Marketing Services, LLC

2011 - 2011 (< 1 year)

Coordinated Capital Securities, Inc

2011 - 2018 (7 years)

Farm Bureau

2011 - 2012 (1 year)

Equitrust Marketing Serv LLC

2008 - 2011 (3 years)

Harbour Investments, Inc

Disclosures

Jared Nelson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

John Secord
West Des Moines, IA
Bradley Hunt
West Des Moines, IA
Jeffery Leathers
West Des Moines, IA
Erin Bixby
West Des Moines, IA
Robert Pickle
West Des Moines, IA
Wayne Burkhart
West Des Moines, IA
Brook Thompson
West Des Moines, IA
Andrew Moore
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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