Wayne
Smith

Fbl Wealth Management, LLC

CRD#4926469
Investment Advisor
in West Des Moines, IA

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About this Advisor

Wayne Smith is a financial advisor based out of West Des Moines, Iowa with 3 years of industry experience. Smith is on the advisory team at Fbl Wealth Management, LLC. Over the course of their career, they have held roles at Ing, Ing American Equities, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Thrivent Investment Management Inc, Thrivent Financial, Fbl Fianancial Group, Farm Bureau and Fbl Marketing Services, LLC. Smith holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Dakota and South Dakota. Fbl Wealth Management, LLC is a registered investment company based in West Des Moines, IA. The company has offices in 157 locations and a total of 169 employees. It manages $11 million in assets between its one customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm advises nine charitable organizations. Of its one client accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. Fbl Wealth Management, LLC has a number of services, such as 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. Financial management fee schedules vary depending on which service is provided. Fee types charged by Fbl Wealth Management, LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Wealth Management, LLC Brokerage Details

Total Assets Under Management

$10,869,431

IA Average: $9,259,360,772
Total Number of Employees

169

IA Average: 166
Total Number of Accounts

1

IA Average: 7,189
Average Account Size

$10,869,431

IA Average: $1,287,990

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

Wayne Smith Work History

Wayne has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Fbl Fianancial Group

2018 - Present (6 years)

Fbl Marketing Services, LLC

2018 - 2020 (2 years)

Farm Bureau

2016 - 2018 (2 years)

Thrivent Investment Management Inc

2016 - 2018 (2 years)

Thrivent Financial

2014 - 2016 (2 years)

Hornor Townsend & Kent Inc

2013 - 2016 (3 years)

Hornor Townsend & Kent Inc

2013 - 2016 (3 years)

Penn Mutual Life Ins Co

2009 - 2013 (4 years)

Ing

2009 - 2013 (4 years)

Ing American Equities

*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 Wayne 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

Jason Street
West Des Moines, IA
Leroy Kreutzer
West Des Moines, IA
Benjamin Houdek
West Des Moines, IA
Daniel Durant
West Des Moines, IA
Jason Parolek
West Des Moines, IA
Nicholas Wilz
West Des Moines, IA
Chad Christensen
West Des Moines, IA
Tyler Langel
West Des Moines, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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