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Advisor at FBL WEALTH MANAGEMENT, LLC
West Des Moines, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FBL WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Oct 23, 2023 | n/a | yes | West Des Moines, IA | Current employment |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 8, 2012 | Jan 7, 2016 | no | CEDAR RAPIDS, IA|DES MOINES, IA|DES MOINES, IA | Previous registration |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Bd affiliated wealth | Feb 15, 2008 | Nov 2, 2012 | no | DES MOINES, IA|Cedar Rapids, IA|DES MOINES, IA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jun 6, 2005 | Dec 3, 2007 | no | West Des Moines, IA|DES MOINES, IA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jul 1, 2004 | Jun 10, 2005 | no | URBANDALE, IA | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Dec 11, 2003 | Jul 9, 2004 | no | DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | FBL WEALTH MANAGEMENT, LLC | Jan 7, 2016 | Oct 23, 2023 | 2,846 | Firm change after gap | Other |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | VOYA FINANCIAL ADVISORS, INC. | Nov 2, 2012 | Nov 8, 2012 | 6 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | Dec 3, 2007 | Feb 15, 2008 | 74 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | CHARLES SCHWAB & CO., INC. | Jun 10, 2005 | Jun 6, 2005 | -4 | Firm change | Other |
| PARK AVENUE SECURITIES LLC | NFP ADVISOR SERVICES, LLC | Jul 9, 2004 | Jul 1, 2004 | -8 | Firm change | Other |