Nicholas
Smith
Fbl Wealth Management, LLC
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About this Advisor
Nicholas Smith is a certified financial planner based out of West Des Moines, Iowa, who has 5 years of industry experience. Smith works at Fbl Wealth Management, LLC. Over the course of their career, Smith has held roles at Farm Bureau and Equitrust Marketing Services LLC. Smith has a Series 63 license, qualifying them as a securities broker, and is able to advise clients in Montana and Wyoming. Fbl Wealth Management, LLC is a financial advisory firm that has its headquarters in West Des Moines, IA. The firm has offices in 157 locations and a total of 169 people on staff. It controls $11 million in total assets between its one accounts, placing it among the smaller investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its one accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. Fbl Wealth Management, LLC provides a number of services, including 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 typically depend on the type of financial services provided. Fee types charged by Fbl Wealth Management, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fbl Wealth Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$10,869,431
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
169
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1
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$10,869,431
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
Nicholas Smith Work History
Nicholas has been registered as a financial advisor for 5 years.*
Farm Bureau
Equitrust Marketing Services LLC
*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 Nicholas Smith 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
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
West Des Moines, IA
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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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