Fbl Investment Management Services, Inc
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About this Advisor
Jimmy Harmon is an advisor based in West Des Moines, Iowa. Currently a registered investment advisor at Fbl Investment Management Services, Inc, they have accrued 12 years of professional experience as a financial advisor. Harmon has Series 63 and Series 66 licenses, certifying them as a securities broker. Harmon is registered to work with customers based out of Oklahoma. During their career, Harmon has held roles at Farm Bureau and Equitrust Marketing Serv LLC. Fbl Investment Management Services, Inc is based out of West Des Moines, Iowa, and operates out of 76 offices throughout the nation. In aggregate, Fbl Investment Management Services, Inc oversees $393 million in assets throughout seven accounts and retains more than 59 people. The amount of assets the firm manages makes it one of the bigger firms in the United States. The firm manages six accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 7 clients are deemed 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
Jimmy Harmon Work History
Jimmy has 12 years of experience.
Equitrust Marketing Serv LLC
Jimmy Harmon has no disclosures.
Please visit their SEC profile for more details.