Fbl Investment Management Services, Inc
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About this Advisor
Wayne Burkhart is an advisor who lives in West Des Moines, Iowa. Currently an advisor at Fbl Investment Management Services, Inc, Burkhart has 11 years of experience in the financial advisory industry. Burkhart holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative. Burkhart is registered to work with customers based out of Iowa. Throughout their career, Burkhart has worked at Farm Bureau, Main St Financial, Hr Block, Boulevard Bank and Equitrust Marketing Serv LLC. Fbl Investment Management Services, Inc is headquartered in West Des Moines, Iowa, and operates out of 76 additional locations in the United States. Overall, Fbl Investment Management Services, Inc oversees $393 million in assets dispersed across seven client accounts and employs more than 59 people. The amount of assets the firm manages makes it one of the bigger firms in the country. The firm manages six accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 7 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Fbl Investment Management Services, Inc provides financial planning services, portfolio management for institutional clients and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Fbl Investment Management Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for businesses or institutional clients
Wayne Burkhart Work History
Wayne has 11 years of experience.
Equitrust Marketing Serv LLC
Main St Financial
Wayne Burkhart has no disclosures.
Please visit their SEC profile for more details.