Jason
Parolek
Fbl Wealth Management, LLC
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About this Advisor
Jason Parolek is a financial advisor operating out of West Des Moines, Iowa, who has 1 year of relevant experience. Parolek works at Fbl Wealth Management, LLC. During their career, the advisor has held roles at Bosc, Inc, Bank Of Texas, Nfp Securities, Inc, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Jason J. Parolek, First Command, Woodbury Financial Services Inc, Knights Of Columbus Insurance, Knights Of Columbus Asset Advisors LLC, Fbl Financial Group and Fbl Marketing Services, LLC. Parolek holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Nebraska. Fbl Wealth Management, LLC is a financial advisory firm based in West Des Moines, IA. The firm has offices in 157 locations and a total of 169 people on staff. It oversees $11 million in assets under management among its one accounts, making it one of the smaller firms in the United States by assets under management. The firm advises nine charities and foundations. Of its one customer accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets. The advisory firm performs a broad set of services, including 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 fees largely vary depending on the type of services provided. However, fees billed by Fbl Wealth Management, LLC likely consist of any blend of 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
Jason Parolek Work History
Jason has been registered as a financial advisor for 1 years.*
Fbl Financial Group
Fbl Marketing Services, LLC
Fbl Financial Group
Knights Of Columbus Asset Advisors LLC
Woodbury Financial Services Inc
Knights Of Columbus Insurance
First Command
Usaa Investment Management Company
Jason J. Parolek
Nfp Securities, Inc
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Bosc, Inc
Bank Of Texas
*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 Jason Parolek 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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