John
Cisna

Fbl Wealth Management, LLC

CRD#7001075
Investment Advisor
in West Des Moines, IA

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About this Advisor

John Cisna is a financial advisor working out of West Des Moines, Iowa. Cisna works at Fbl Wealth Management, LLC. Throughout their career, they have worked at Golden Capital Management, American Income Life, Tractor Supply Company, Coldwell Banker, Mcdonalds Usa, Colo Nesco Schools, First Allied Securities, Inc, Cetera Investment Adviseras LLC, Cetera Advisors LLC, Fbl Financial Group and Fbl Marketing Services, LLC. Cisna maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa. Fbl Wealth Management, LLC is a registered investment business that has its headquarters in West Des Moines, IA. The investment advisory business has offices in 157 locations and a total of 169 employees. It administers $11 million in assets under management across its one client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its one customer accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Fbl Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically are based on which services are offered. Fees charged by Fbl Wealth Management, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Assets Under Management

$10,869,431

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

169

IA Average: 166
Total Number of Accounts

1

IA Average: 7,189
Average Account Size

$10,869,431

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Cisna Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Fbl Financial Group

2023 - Present (1 year)

Fbl Marketing Services, LLC

2022 - 2023 (1 year)

Cetera Advisors LLC

2021 - 2023 (2 years)

Cetera Investment Adviseras LLC

2018 - 2023 (5 years)

Golden Capital Management

2018 - 2018 (< 1 year)

American Income Life

2018 - 2022 (4 years)

First Allied Securities, Inc

2017 - 2018 (1 year)

Tractor Supply Company

2016 - 2017 (1 year)

Coldwell Banker

2014 - 2016 (2 years)

Mcdonalds Usa

2012 - 2014 (2 years)

Colo Nesco Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Cisna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fbl Wealth Management, LLC

Benjamin Houdek
West Des Moines, IA
Jason Street
West Des Moines, IA
Jason Parolek
West Des Moines, IA
Daniel Durant
West Des Moines, IA
Nicholas Wilz
West Des Moines, IA
Chad Christensen
West Des Moines, IA
Leroy Kreutzer
West Des Moines, IA
Donovan Leighton
West Des Moines, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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