Fbl Wealth Management, LLC
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About this Advisor
Lisa Smith is a financial advisor who is based in West Des Moines, Iowa. Currently a registered financial advisor with Fbl Wealth Management, LLC, Smith has 17 years of work experience. Smith has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Smith can act as a financial advisor in Iowa. Smith has gained experience at Broker Dealer Financial Services Corp, Fbl Marketing Services, LLC and Farm Bureau Financial Services. Fbl Wealth Management, LLC is headquartered in West Des Moines, Iowa. As a company, Fbl Wealth Management, LLC retains three staff members. None of the firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Fbl Wealth Management, LLC offers 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
Years of Experience
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Fbl Wealth Management, LLC Brokerage Details
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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
Lisa Smith Work History
Lisa has 17 years of experience.
Fbl Marketing Services, LLC
Farm Bureau Financial Services
Broker Dealer Financial Services Corp
Lisa Smith has disclosures.
Please visit their SEC profile for more details.