John
Secord

Fbl Wealth Management, LLC

CRD#5904067
Investment Advisor
in West Des Moines, IA

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About this Advisor

John Secord is a chartered financial consultant based in West Des Moines, Iowa, with 4 years of relevant experience. Secord works at Fbl Wealth Management, LLC. Secord has gained experience at Equitrust Marketing Serv LLC and Farm Bureau. Secord holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in North Dakota. Fbl Wealth Management, LLC is a firm operating out of West Des Moines, IA. It has offices in 157 locations and a total of 169 employees. It oversees $11 million in assets across its one accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its one customer accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a broad array of services, such as 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 charged by financial advisors depend on which services the firm provides the client. Fees billed by Fbl Wealth Management, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Consultant

Years Registered*

4 years

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 Secord Work History

John has been registered as a financial advisor for 4 years.*

2011 - Present (13 years)

Equitrust Marketing Serv LLC

2011 - Present (13 years)

Farm Bureau

*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 Secord 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

Jason Street
West Des Moines, IA
Leroy Kreutzer
West Des Moines, IA
Benjamin Houdek
West Des Moines, IA
Chad Christensen
West Des Moines, IA
Daniel Durant
West Des Moines, IA
Jason Parolek
West Des Moines, IA
Nicholas Wilz
West Des Moines, IA
Lane Schulz
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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