Fbl Wealth Management, LLC
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About this Advisor
Shelly Burroughs is an advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor with Fbl Wealth Management, LLC, they have accrued 11 years of work experience as a financial advisor. Burroughs maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Burroughs can work with investors based out of Oklahoma. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Edward Jones, Northwestern Mutual Investment Services, LLC, Fbl Marketing Services, Farm Bureau and Farm Bureau Financial Services. Fbl Wealth Management, LLC is based out of West Des Moines, Iowa. As a company, Fbl Wealth Management, LLC employs three staff members. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Fbl Wealth Management, LLC can provide 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
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
Shelly Burroughs Work History
Shelly has 11 years of experience.
Farm Bureau Financial Services
Fbl Marketing Services
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Shelly Burroughs has no disclosures.
Please visit their SEC profile for more details.