Joshua
Sievers

Fbl Wealth Management, LLC

CRD#5766451
Investment Advisor
in West Des Moines, IA
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About this Advisor

Joshua Sievers is an investment advisor who works out of West Des Moines, Iowa. Currently a registered investment advisor at Fbl Wealth Management, LLC, they have gathered 10 years of professional experience as a financial advisor. Sievers holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sievers is able to serve customers in Iowa. Their career trajectory has included roles at Equitrust Marketing Serv LLC, Farm Bureau and Wells Fargo. Fbl Wealth Management, LLC is headquartered in West Des Moines, Iowa. In total, Fbl Wealth Management, LLC retains three staff members. None of the advisory firm's clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Fbl Wealth Management, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Number of Employees

85

IA Average: 166

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Investment Advisory Services

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

Joshua Sievers Work History

Joshua has 10 years of experience.

2010 - Present (9 years)

Equitrust Marketing Serv LLC

2010 - Present (9 years)

Farm Bureau

2008 - 2009 (1 year)

Wells Fargo

Disclosures

Joshua Sievers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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