Nicholas
Harklau

Fbl Wealth Management, LLC

CRD#5637624
Investment Advisor
in West Des Moines, IA
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About this Advisor

Nicholas Harklau is a certified financial planner located in West Des Moines, Iowa. Currently an investment advisor with Fbl Wealth Management, LLC, they have accrued 13 years of professional experience in the financial advisory industry. Harklau holds a Series 63 license, designating them as a securities representative. Harklau is registered to work with customers in Iowa. During their career, the advisor has held roles at Country Financial, Iowa State University, Fbl Marketing Services and Farm Bureau Financial Services. Fbl Wealth Management, LLC is based out of West Des Moines, Iowa. In total, Fbl Wealth Management, LLC retains three staff members. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. 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 may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

Nicholas Harklau Work History

Nicholas has 13 years of experience.

2015 - Present (4 years)

Fbl Marketing Services

2015 - Present (4 years)

Farm Bureau Financial Services

2009 - 2015 (6 years)

Country Financial

2005 - 2008 (3 years)

Iowa State University

Disclosures

Nicholas Harklau has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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