Jeffrey
Bradley

Fbl Investment Management Services, Inc

CRD#5710371
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jeffrey Bradley is a financial advisor who lives in West Des Moines, Iowa. Currently a registered investment advisor at Fbl Investment Management Services, Inc, they have accrued 10 years of professional experience. Bradley holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Bradley can serve investors in Nebraska. Over the course of their career, Bradley has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Kickstart Solutions, Massmutual Life Insurance Company, Mml Investors Services LLC, Fbl Marketing Serv and Farm Bureau Financial Services. Fbl Investment Management Services, Inc is located in West Des Moines, Iowa, and has 76 other locations across the United States. In total, Fbl Investment Management Services, Inc oversees $393 million in assets across seven accounts and employs more than 59 people. The level of assets currently under the firm's management places it among the larger investment advisory firms in the nation. The firm manages six accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 7 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Fbl Investment Management Services, Inc provides financial planning services, portfolio management for institutional clients and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Investment Management Services, Inc Brokerage Details

Total Assets Under Management

$423,589,948

IA Average: $9,259,360,772
Total Number of Employees

11

IA Average: 166
Total Number of Accounts

7

IA Average: 7,189
Average Account Size

$60,512,850

IA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Jeffrey Bradley Work History

Jeffrey has 10 years of experience.

2016 - Present (3 years)

Fbl Marketing Serv

2016 - Present (3 years)

Farm Bureau Financial Services

2011 - 2016 (5 years)

Massmutual Life Insurance Company

2011 - 2016 (5 years)

Mml Investors Services LLC

2009 - 2011 (2 years)

Pruco Securities, LLC

2009 - 2011 (2 years)

The Prudential Insurance Company Of America

2008 - 2009 (1 year)

Kickstart Solutions

Disclosures

Jeffrey Bradley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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