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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

FBL INVESTMENT MANAGEMENT SERVICES, INC.

CRD 5308

WEST DES MOINES, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee399c85-50e9-f1a6-e0c4-a390dfa755d0

Data as of Jun 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 74
Dated events: 5
On other graphs: 0
Observed: Feb 3, 2012 to Jun 18, 2021
24 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $462MItem 5.F on the latest filing (2021-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $461M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 7
Individual clients: 0
High net worth clients: 0
SEC number: 801-7655
CRD: 5308
Filings on the tape: 24
First filed: Feb 3, 2012
Latest filed: Jun 18, 2021
Organised: Corporation, Iowa

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALDRIDGE, ANTHONY, JAMES	CHIEF ACCOUNTING OFFICER, TREASURER & DIRECTOR	Na	yes	04/2018	Sep 10, 2012	Jun 18, 2021
BEEBE, LAURA, KELLEN	DIR INVESTMENT ADMINISTRATION & DIRECTOR	Na	yes	03/2014	Mar 31, 2014	Jun 18, 2021
FARM BUREAU MULTI-STATE SERVICES, INC.	Owner	E	yes	05/2021	Jun 18, 2021	Jun 18, 2021
FARM BUREAU MUTUAL HOLDING COMPANY	Owner	E	yes	05/2021	Jun 18, 2021	Jun 18, 2021
FARM BUREAU PROPERTY & CASUALTY INSURANCE COMPANY	Owner	C	yes	05/2021	Jun 18, 2021	Jun 18, 2021
FBL FINANCIAL GROUP, INC.	Owner	E	yes	06/1996	Feb 3, 2012	Jun 18, 2021
FBL FINANCIAL SERVICES, INC.	Owner	E	yes	01/1985	Feb 3, 2012	Jun 18, 2021
IOWA FARM BUREAU FEDERATION	Owner	D	yes	05/2021	Jun 18, 2021	Jun 18, 2021
MAY, CLINT, JAMES	SR. COUNSEL	Na	yes	03/2015	Mar 31, 2015	Jun 18, 2021
MORGAN, JENNIFER, LEA	CHIEF COMPLIANCE OFFICER & SECRETARY	Na	yes	01/2011	Feb 3, 2012	Jun 18, 2021
SANDBULTE, MARK, LLOYD	PORTFOLIO STRATEGY VICE PRESIDENT & DIRECTOR	Na	yes	03/2014	Mar 31, 2014	Jun 18, 2021
WHITEHEAD, JEFF, A	PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR	Na	yes	08/2020	Dec 22, 2020	Jun 18, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FBL WEALTH MANAGEMENT, LLC	n/a	Bd affiliated wealth	$9.2M	N	yes	n/a
FARM BUREAU LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
FBL MARKETING SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 30, 2021	$462M	$461M	11	7	0	n/a	n/a
2019	Mar 30, 2020	$418M	$417M	11	6	0	n/a	n/a
2018	Mar 29, 2019	$424M	$423M	11	6	1	n/a	n/a
2017	Mar 30, 2018	$393M	$392M	59	57	76	n/a	n/a
2016	Mar 30, 2017	$362M	$361M	61	59	n/a	n/a	n/a
2015	Mar 30, 2016	$357M	$357M	69	66	n/a	n/a	n/a
2014	Mar 31, 2015	$450M	$449M	64	61	n/a	n/a	n/a
2013	Mar 31, 2014	$348M	$348M	72	69	n/a	n/a	n/a
2012	Apr 1, 2013	$7.9B	$7.9B	79	73	n/a	n/a	n/a
2011	Mar 30, 2012	$7.3B	$7.3B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$462M	$418M	10.4%	$393M	5.5%	11	11	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FBL WEALTH MANAGEMENT, LLC	7	Feb 8, 2019	May 13, 2019	WEST DES MOINES, IA	Firm absorbed	Other	100.0%
FBL WEALTH MANAGEMENT, LLC	3	Nov 6, 2018	Nov 7, 2018	WEST DES MOINES, IA	Channel change	Other	27.3%

Relationships

Affiliated with (1)

→ FBL WEALTH MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (12)

← BEEBE, LAURA, KELLENOwnerDIR INVESTMENT ADMINISTRATION & DIRECTOR, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← MORGAN, JENNIFER, LEAOwnerCHIEF COMPLIANCE OFFICER & SECRETARY, ownership code NA, individual
Feb 3, 2012 to presentfactForm ADV
← WHITEHEAD, JEFF, AOwnerPRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR, ownership code NA, individual
Dec 22, 2020 to presentfactForm ADV
← MAY, CLINT, JAMESOwnerSR. COUNSEL, ownership code NA, individual
Mar 31, 2015 to presentfactForm ADV
← SANDBULTE, MARK, LLOYDOwnerPORTFOLIO STRATEGY VICE PRESIDENT & DIRECTOR, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← ALDRIDGE, ANTHONY, JAMESOwnerCHIEF ACCOUNTING OFFICER, TREASURER & DIRECTOR, ownership code NA, individual
Sep 10, 2012 to presentfactForm ADV
← FARM BUREAU MULTI-STATE SERVICES, INC.OwnerOWNER, ownership code E, domestic entity
Jun 18, 2021 to presentfactForm ADV
← FARM BUREAU MUTUAL HOLDING COMPANYOwnerOWNER, ownership code E, domestic entity
Jun 18, 2021 to presentfactForm ADV
← FARM BUREAU PROPERTY & CASUALTY INSURANCE COMPANYOwnerOWNER, ownership code C, domestic entity
Jun 18, 2021 to presentfactForm ADV
← FBL FINANCIAL GROUP, INC.OwnerOWNER, ownership code E, domestic entity
Feb 3, 2012 to presentfactForm ADV
← FBL FINANCIAL SERVICES, INC.OwnerOWNER, ownership code E, domestic entity
Feb 3, 2012 to presentfactForm ADV
← IOWA FARM BUREAU FEDERATIONOwnerOWNER, ownership code D, domestic entity
Jun 18, 2021 to presentfactForm ADV

Moved with (1)

→ FBL WEALTH MANAGEMENT, LLCRegistered adviser7 advisors, firm absorbed, same day
Feb 8, 2019 to May 13, 2019factForm ADV

Registered with (58)

← RUSSELL GERARD TIGGESAdvisorregistration: previous registration
Sep 5, 2008 to Feb 8, 2019factForm ADV
← Jimmy Dwayne HarmonAdvisorregistration: previous registration
Jan 1, 2010 to Feb 8, 2019factForm ADV
← JENNIFER ANNE CRETINAdvisorregistration: previous registration
Oct 21, 2008 to Feb 8, 2019factForm ADV
← COREY A HODGESAdvisorregistration: previous registration
Jan 3, 2017 to Feb 8, 2019factForm ADV
← JEFFREY SCOTT BRADLEYAdvisorregistration: previous registration
Sep 30, 2016 to Feb 8, 2019factForm ADV
← WAYNE ANTHONY BURKHARTAdvisorregistration: previous registration
Dec 22, 2016 to Feb 8, 2019factForm ADV
← MATHEW EVERETTE GLEASONAdvisorregistration: previous registration
Aug 21, 2017 to Feb 8, 2019factForm ADV
← KIMBERLY ANN HAMLINAdvisorregistration: previous registration
Oct 6, 2017 to Dec 6, 2018factForm ADV
← STEPHEN RYAN GOUCHERAdvisorregistration: previous registration
Aug 27, 2008 to Nov 6, 2018factForm ADV
← ROBERT JOHN BOWENAdvisorregistration: previous registration
Oct 23, 2008 to Nov 6, 2018factForm ADV
← RYAN E BRIDWELLAdvisorregistration: previous registration
Feb 17, 2009 to Nov 6, 2018factForm ADV
← JOE NEIL HAZELBAKERAdvisorregistration: previous registration
Jul 18, 2018 to Sep 6, 2018factForm ADV
← David Robert McNurlenAdvisorregistration: previous registration
Feb 7, 2017 to Sep 6, 2018factForm ADV
← Katrina HelleAdvisorregistration: previous registration
Jul 28, 2017 to Aug 27, 2018factForm ADV
← CHRISTOPHER DAVID BJERKEAdvisorregistration: previous registration
Mar 30, 2015 to Aug 22, 2018factForm ADV
← WILLIAM TRAVIS JOHNSONAdvisorregistration: previous registration
Feb 26, 2016 to Aug 20, 2018factForm ADV
← JEANINE PENDERGRASSAdvisorregistration: previous registration
Apr 20, 2017 to Aug 20, 2018factForm ADV
← JERAD JUSTIN GROVEAdvisorregistration: previous registration
Dec 7, 2016 to Aug 20, 2018factForm ADV
← Justin Duane MundtAdvisorregistration: previous registration
Feb 2, 2018 to Aug 19, 2018factForm ADV
← CARL WAYNE MCCARTHICKAdvisorregistration: previous registration
Sep 18, 2009 to Aug 17, 2018factForm ADV
← LEONARD TODD SEETONAdvisorregistration: previous registration
May 25, 2017 to Aug 17, 2018factForm ADV
← JARED DONALD NELSONAdvisorregistration: previous registration
Jul 20, 2011 to Aug 17, 2018factForm ADV
← JASON MICHAEL BELLAdvisorregistration: previous registration
Nov 29, 2012 to Aug 17, 2018factForm ADV
← KENDON HARRY PERRYAdvisorregistration: previous registration
Sep 18, 2009 to Aug 17, 2018factForm ADV
← NATHAN DANIEL RAYLAdvisorregistration: previous registration
Apr 18, 2013 to Aug 17, 2018factForm ADV
← NICHOLAS JOHN CAMPBELL SMITHAdvisorregistration: previous registration
Jan 4, 2018 to Aug 17, 2018factForm ADV
← ROBERT EUGENE PICKLEAdvisorregistration: previous registration
Feb 5, 2015 to Aug 17, 2018factForm ADV
← Jason MekschAdvisorregistration: previous registration
Apr 11, 2018 to Aug 17, 2018factForm ADV
← CINDY MARIE JENSENAdvisorregistration: previous registration
Sep 19, 2011 to Aug 16, 2018factForm ADV
← WILLIAM FREDERICK SCHWARZKOPHAdvisorregistration: previous registration
May 3, 2012 to Aug 13, 2018factForm ADV
and 28 more

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 22, 2020
Control person joined
A Jeff Whitehead (President, Chief Investment Officer And Director) appeared on Schedule A of Fbl Investment Management Services, Inc.
Form ADVobserved 5 days ago
Occurred
Jul 21, 2020
Control person left
Theodore Charles Happel (President & Director) no longer on Schedule A of Fbl Investment Management Services, Inc. (listed 2020-03-30, absent 2020-07-21)
Form ADVobserved 5 days ago
Occurred
Sep 10, 2012
Succession filed (Item 4)
Fbl Investment Management Services, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Mar 29, 2019
Fbl Investment Management Services, Inc. reported 1 offices beyond its principal office, down from 76 (2019-01-16 to 2019-03-29)
Occurred
Mar 29, 2019
Fbl Investment Management Services, Inc. reported 0 state-registered advisory representatives, down from 51 (2019-01-16 to 2019-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee399c85-50e9-f1a6-e0c4-a390dfa755d0
First observed: Feb 3, 2012
Last observed: Jun 18, 2021 64 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FBL INVESTMENT MANAGEMENT SERVICES, INC.

CRD 5308

WEST DES MOINES, IA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee399c85-50e9-f1a6-e0c4-a390dfa755d0

Data as of Jun 18, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALDRIDGE, ANTHONY, JAMES

CHIEF ACCOUNTING OFFICER, TREASURER & DIRECTOR

yes

04/2018

Sep 10, 2012

Jun 18, 2021

BEEBE, LAURA, KELLEN

DIR INVESTMENT ADMINISTRATION & DIRECTOR

yes

03/2014

Mar 31, 2014

Jun 18, 2021

FARM BUREAU MULTI-STATE SERVICES, INC.

Owner

yes

05/2021

Jun 18, 2021

FARM BUREAU MUTUAL HOLDING COMPANY

Owner

yes

05/2021

Jun 18, 2021

FARM BUREAU PROPERTY & CASUALTY INSURANCE COMPANY

Owner

yes

05/2021

Jun 18, 2021

FBL FINANCIAL GROUP, INC.

Owner

yes

06/1996

Feb 3, 2012

Jun 18, 2021

FBL FINANCIAL SERVICES, INC.

Owner

yes

01/1985

Feb 3, 2012

Jun 18, 2021

IOWA FARM BUREAU FEDERATION

Owner

yes

05/2021

Jun 18, 2021

MAY, CLINT, JAMES

SR. COUNSEL

yes

03/2015

Mar 31, 2015

Jun 18, 2021

MORGAN, JENNIFER, LEA

CHIEF COMPLIANCE OFFICER & SECRETARY

yes

01/2011

Feb 3, 2012

Jun 18, 2021

SANDBULTE, MARK, LLOYD

PORTFOLIO STRATEGY VICE PRESIDENT & DIRECTOR

yes

03/2014

Mar 31, 2014

Jun 18, 2021

WHITEHEAD, JEFF, A

PRESIDENT, CHIEF INVESTMENT OFFICER AND DIRECTOR

yes

08/2020

Dec 22, 2020

Jun 18, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FBL WEALTH MANAGEMENT, LLC

n/a

Bd affiliated wealth

$9.2M

yes

n/a

FARM BUREAU LIFE INSURANCE COMPANY

n/a

yes

n/a

FBL MARKETING SERVICES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 30, 2021

$462M

$461M

n/a

2019

Mar 30, 2020

$418M

$417M

n/a

2018

Mar 29, 2019

$424M

$423M

n/a

2017

Mar 30, 2018

$393M

$392M

n/a

2016

Mar 30, 2017

$362M

$361M

n/a

2015

Mar 30, 2016

$357M

n/a

2014

Mar 31, 2015

$450M

$449M

n/a

2013

Mar 31, 2014

$348M

n/a

2012

Apr 1, 2013

$7.9B

n/a

2011

Mar 30, 2012

$7.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$462M

$418M

10.4%

$393M

5.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FBL WEALTH MANAGEMENT, LLC

Feb 8, 2019

May 13, 2019

WEST DES MOINES, IA

Firm absorbed

Other

100.0%

FBL WEALTH MANAGEMENT, LLC

Nov 6, 2018

Nov 7, 2018

WEST DES MOINES, IA

Channel change

Other

27.3%