John
Fries

Fbl Investment Management Services, Inc

CRD#2807028
Investment Advisor
in West Des Moines, IA
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About this Advisor

John Fries is a financial advisor in West Des Moines, Iowa. Currently a registered advisor at Fbl Investment Management Services, Inc, they have accrued 10 years of professional experience as an investment advisor. Fries maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Fries can advise customers based out of Iowa. During their career, the advisor has held roles at Metlife Investors Distribution Company, Hartford Equity Sales Company Inc, Nationwide Securities LLC, Nationwide Financial, Farm Bureau Financial Services, Fbl Marketing Services and Farm Bureau Financial Svcs. Fbl Investment Management Services, Inc is based out of West Des Moines, Iowa, and operates out of 76 offices across the United States. In aggregate, Fbl Investment Management Services, Inc manages $393 million in assets throughout seven accounts and retains more than 59 people. The amount of assets the firm manages places it among the bigger investment advisory firms in the United States. The firm manages six accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. 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 assets. 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

10 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

John Fries Work History

John has 10 years of experience.

2016 - Present (3 years)

Farm Bureau Financial Svcs

2015 - Present (4 years)

Fbl Marketing Services

2015 - 2016 (1 year)

Farm Bureau Financial Services

2012 - 2015 (3 years)

Nationwide Securities LLC

2012 - 2015 (3 years)

Nationwide Financial

2010 - 2012 (2 years)

Hartford Equity Sales Company Inc

2008 - 2010 (2 years)

Metlife Investors Distribution Company

Disclosures

John Fries has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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