Jeffrey
Bradley

Fbl Wealth Management, LLC

CRD#5710371
Investment Advisor
in West Des Moines, IA

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About this Advisor

Jeffrey Bradley is a financial advisor working out of West Des Moines, Iowa, with a total of 10 years of experience as a financial advisor. Bradley is currently employed by Fbl Wealth Management, LLC. Over the course of their career, Bradley has held roles at Pruco Securities, LLC, The Prudential Insurance Company Of America, Massmutual Life Insurance Company, Mml Investors Services LLC, Farm Bureau Financial Services and Fbl Marketing Serv. Bradley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Fbl Wealth Management, LLC is a financial advisory business that has its headquarters in West Des Moines, Iowa. The company has offices in 55 locations and a total of 85 people on staff. The advisory firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically are based on the financial services provided. Fee types billed by Fbl Wealth Management, LLC most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Jeffrey Bradley Work History

Jeffrey has 11 years of experience.

2016 - Present (4 years)

Farm Bureau Financial Services

2016 - Present (4 years)

Fbl Marketing Serv

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

Disclosures

Jeffrey Bradley has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

John Secord
West Des Moines, IA
Nicholas Harklau
West Des Moines, IA
Jerad Grove
West Des Moines, IA
Kyle Gagner
West Des Moines, IA
Robert Pickle
West Des Moines, IA
Jeanine Pendergrass
West Des Moines, IA
Wayne Burkhart
West Des Moines, IA
Bradley Hunt
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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