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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 | Dec 4, 2019 | n/a | yes | West Des Moines, IA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 14, 2017 | Dec 4, 2019 | no | WEST DES MOINES, IA|CLIVE, IA | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Jun 22, 2017 | Dec 14, 2017 | no | West Des Moines, IA|OVERLAND PARK, KS | Previous registration |
| DEWAAY CAPITAL MANAGEMENT | Former SEC adviser | Feb 19, 2013 | Aug 3, 2017 | no | JOHNSTON, IA|WEST DES MOINES, IA | Previous registration |
| COMMERCE WEALTH ADVISERS, LLC | Former SEC adviser | Aug 10, 2011 | Jun 19, 2014 | no | JOHNSTON, IA | Previous registration |
| DEWAAY CAPITAL MANAGEMENT | Former SEC adviser | Sep 18, 2007 | Nov 19, 2008 | no | WEST DES MOINES, IA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Feb 21, 2006 | Aug 24, 2007 | no | WINDSOR, CT | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Feb 10, 2005 | Apr 28, 2005 | no | DES MOINES, IA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 20, 2004 | Oct 13, 2004 | no | WEST DES MOINES, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | FBL WEALTH MANAGEMENT, LLC | Dec 4, 2019 | Dec 4, 2019 | 0 | Firm change | Other |
| CREATIVEONE WEALTH, LLC | WELLS FARGO ADVISORS | Dec 14, 2017 | Dec 14, 2017 | 0 | Firm change | Other |
| DEWAAY CAPITAL MANAGEMENT | CREATIVEONE WEALTH, LLC | Aug 3, 2017 | Jun 22, 2017 | -42 | Firm change after gap | Other |
| COMMERCE WEALTH ADVISERS, LLC | DEWAAY CAPITAL MANAGEMENT | Jun 19, 2014 | Feb 19, 2013 | -485 | Firm change after gap | Other |
| DEWAAY CAPITAL MANAGEMENT | COMMERCE WEALTH ADVISERS, LLC | Nov 19, 2008 | Aug 10, 2011 | 994 | Firm change after gap | Other |
| VOYA FINANCIAL ADVISORS, INC. | DEWAAY CAPITAL MANAGEMENT | Aug 24, 2007 | Sep 18, 2007 | 25 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | Apr 28, 2005 | Feb 21, 2006 | 299 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | PRINCIPAL SECURITIES, INC. | Oct 13, 2004 | Feb 10, 2005 | 120 | Firm change | Other |