Fbl Investment Management Services, Inc
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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
Years of Experience
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Fbl Investment Management Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for businesses or institutional clients
Jeffrey Bradley Work History
Jeffrey has 10 years of experience.
Fbl Marketing Serv
Farm Bureau Financial Services
Massmutual Life Insurance Company
Mml Investors Services LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
Jeffrey Bradley has no disclosures.
Please visit their SEC profile for more details.