Lisa
Smith

Fbl Wealth Management, LLC

CRD#2155024
Investment Advisor
in West Des Moines, IA

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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

Series 63, Series 65

Years of Experience

17 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

Yes

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

Lisa Smith Work History

Lisa has 17 years of experience.

2018 - Present (1 year)

Fbl Marketing Services, LLC

2018 - Present (1 year)

Farm Bureau Financial Services

2001 - 2018 (17 years)

Broker Dealer Financial Services Corp

Disclosures

Lisa Smith has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fbl Wealth Management, LLC

Jared Nelson
West Des Moines, IA
Jason Meksch
West Des Moines, IA
Joshua Sievers
West Des Moines, IA
Robert Pickle
West Des Moines, IA
John Harada
West Des Moines, IA
John Saulpaw
West Des Moines, IA
Michael Axline
West Des Moines, IA
Lea Bonnecaze
West Des Moines, IA

This content was compiled from the SEC and FINRA.

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