Joel
Neubauer

Fbl Investment Management Services, Inc

CRD#2793275
Investment Advisor
in West Des Moines, IA
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About this Advisor

Joel Neubauer is an investment advisor who works out of West Des Moines, Iowa. Currently a registered advisor with Fbl Investment Management Services, Inc, Neubauer has 11 years of work experience as a financial advisor. Neubauer maintains Series 63 and Series 66 licenses, qualifying them as a securities agent. Neubauer can advise investors in South Dakota. Over the course of their career, they have held roles at Thrivent Investment Management Inc, Thrivent Fiancial For Lutherans, Fbl Marketing Services and Farm Bureau Financial Services. Fbl Investment Management Services, Inc is based out of West Des Moines, Iowa, and operates out of 76 additional offices throughout the United States. As a registered investment firm, 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 places it among the larger firms in the United States. The firm manages six accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. 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

Series 63, Series 66

Years of Experience

11 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

Joel Neubauer Work History

Joel has 11 years of experience.

2015 - Present (4 years)

Fbl Marketing Services

2015 - Present (4 years)

Farm Bureau Financial Services

2007 - 2015 (8 years)

Thrivent Investment Management Inc

2007 - 2015 (8 years)

Thrivent Fiancial For Lutherans

Disclosures

Joel Neubauer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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