DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fbl Wealth Management, LLC
Latest filing Jun 22, 2026
First filing on the tape May 17, 2018 · 40 filings
SEC status approved since Jun 18, 2018
RAUM
$9.2M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$9.2M individuals and HNW
Advisors
235
registered through the firm on IAPD
RAUM per advisor
$39,323
derived; firm RAUM over IAPD count
Employees
207
170 advisory (5.B.1)
Offices
191
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$9.2M as of Jun 22, 2026
Mar 29, 2019$0 then
HNW client RAUM$9.2M as of Jun 22, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)207 as of Jun 22, 2026
Mar 29, 201963 then
Employees (5.A)207 as of Jun 22, 2026
Mar 29, 201985 then
Private funds: no history
RAUM +6.8% over the last fiscal year-5.3% a year over threeIARs 177 to 207offices 171 to 191
Practice profile
derived from the filing of Jun 22, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- RAUM per advisor
- $39,323derivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $9.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.9derivedItem 5.A over advisors
- Advisors per office
- 1.2derived192 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- +17%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Wrap fee program
- $9.2MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$9.2M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- $9.2M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=207.0derived
Advisors registered through the firm
235 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mathew Everette Gleason | West Des Moines, Ia | Jun 19, 2018 | 16 y | 1 |
| Teresa Jean Block MeyerChartered Financial Consultant | West Des Moines, Ia | Aug 10, 2018 | 45 y | 1 |
| Andrew Joseph MooreCertified Financial Planner | West Des Moines, Ia | Aug 11, 2018 | 19 y | 1 |
| James Allen Eaton | West Des Moines, Ia | Aug 11, 2018 | 20 y | 1 |
| Eric Paul DerrCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 11, 2018 | 36 y | 1 |
| Ryan Lee HarklauCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 11, 2018 | 22 y | 2 |
| Eric Howard Hanson | West Des Moines, Ia | Aug 11, 2018 | 26 y | 2 |
| John Kenneth Harada | West Des Moines, Ia | Aug 11, 2018 | 35 y | 5 |
| Tyler John LangelCertified Financial Planner | West Des Moines, Ia | Aug 11, 2018 | 19 y | 2 |
| Patrick Alexander KesselCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 11, 2018 | 22 y | 1 |
| Nicholas Lynn HarklauCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 11, 2018 | 17 y | 1 |
| Matthew Marcus Brunson | West Des Moines, Ia | Aug 11, 2018 | 20 y | 2 |
| Richard Paul Hackwell | West Des Moines, Ia | Aug 13, 2018 | 39 y | 1 |
| Troy Douglas Delair | West Des Moines, Ia | Aug 13, 2018 | 34 y | 1 |
| William Frederick SchwarzkophChartered Financial Consultant | West Des Moines, Ia | Aug 13, 2018 | 28 y | 1 |
| Larry Glenn Marshall | West Des Moines, Ia | Aug 13, 2018 | 52 y | 1 |
| Daniel William RicklefsCertified Financial Planner | West Des Moines, Ia | Aug 13, 2018 | 17 y | 0 |
| Daniel Steven Hummel | West Des Moines, Ia | Aug 13, 2018 | 16 y | 1 |
| Eric Jay TegrootenhuisCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 13, 2018 | 40 y | 1 |
| John Dudley MasseyChartered Financial Consultant | West Des Moines, Ia | Aug 14, 2018 | 27 y | 2 |
| Cynthia Rose SchulteChartered Financial Consultant | West Des Moines, Ia | Aug 14, 2018 | 38 y | 1 |
| Cindy Marie Jensen | West Des Moines, Ia | Aug 16, 2018 | 34 y | 1 |
| Nathan Daniel Rayl | West Des Moines, Ia | Aug 19, 2018 | 16 y | 1 |
| Nicholas John Campbell SmithCertified Financial Planner | West Des Moines, Ia | Aug 19, 2018 | 15 y | 1 |
| Carl Wayne Mccarthick | West Des Moines, Ia | Aug 19, 2018 | 38 y | 1 |
| Kendon Harry Perry | West Des Moines, Ia | Aug 19, 2018 | 25 y | 1 |
| Jason Michael BellChartered Financial Consultant | West Des Moines, Ia | Aug 19, 2018 | 25 y | 1 |
| Leonard Todd SeetonChartered Financial Consultant | West Des Moines, Ia | Aug 19, 2018 | 31 y | 1 |
| Robert Eugene PickleCertified Financial Planner | West Des Moines, Ia | Aug 19, 2018 | 15 y | 2 |
| Jerad Justin Grove | West Des Moines, Ia | Aug 20, 2018 | 11 y | 1 |
| Jared Donald Nelson | West Des Moines, Ia | Aug 20, 2018 | 28 y | 2 |
| Jeanine Pendergrass | West Des Moines, Ia | Aug 20, 2018 | 14 y | 1 |
| William Travis Johnson | West Des Moines, Ia | Aug 20, 2018 | 18 y | 1 |
| Christopher David Bjerke | West Des Moines, Ia | Aug 22, 2018 | 18 y | 1 |
| Russell Gerard TiggesCertified Financial Planner, Chartered Financial Consultant | West Des Moines, Ia | Aug 29, 2018 | 26 y | 2 |
| Joe Neil Hazelbaker | West Des Moines, Ia | Sep 6, 2018 | 33 y | 1 |
| Ryan E BridwellCertified Financial Planner | West Des Moines, Ia | Nov 6, 2018 | 26 y | 1 |
| Stephen Ryan Goucher | West Des Moines, Ia | Nov 7, 2018 | 31 y | 1 |
| Robert John Bowen | West Des Moines, Ia | Nov 7, 2018 | 31 y | 1 |
| Evan Robert Bisson | West Des Moines, Ia | Nov 30, 2018 | 21 y | 1 |
Advisor movement
11 left, 12 joined in 12 months
net +1 in 12 months4 left in 90 days2 joined in 90 daysdeparture rate 4.7% of current headcount27 left over 36 months
Left, latest
- Gary Dale Jones to SavvySep 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joshua Sievers to First Heartland Consultants, Inc.Sep 8, 2026 · Affiliated broker-dealer or bank to another
- Kyle Lechtenberg to Ameriprise Financial Services, LLCAug 27, 2026 · Affiliated broker-dealer or bank to another
- Nathaniel Ewart to Osaic Wealth, Inc.Aug 20, 2026 · Affiliated broker-dealer or bank to another
- Daniel G Bingham to Forthright CapitalApr 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Trenton Christopher Swift to Buffalo Run Wealth Advisors LLCFeb 19, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
- Jodi Rae Breheny to SavvyJan 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Michael Benda to SavvyJan 20, 2026 · Affiliated broker-dealer or bank to independent RIA
- Robert Francis Bissen to Hornor, Townsend & Kent, LLCDec 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Leslie Fehr to Ameriprise Financial Services, LLCOct 29, 2025 · Affiliated broker-dealer or bank to another
- Jack Herman to MarinerOct 20, 2025 · Affiliated broker-dealer or bank to another
- Franklin Cruz Santos to Ameriprise Financial Services, LLCAug 11, 2025 · Affiliated broker-dealer or bank to another
- Michael Paul Axline to Raymond James Financial Services Advisors, IncMay 21, 2025 · Affiliated broker-dealer or bank to another
- Nicholas Steven Wilz to Lincoln InvestmentMay 9, 2025 · Affiliated broker-dealer or bank to independent RIA
- Kara Gail Goodknight to Morgan StanleyMar 5, 2025 · Affiliated broker-dealer or bank to wirehouse
Joined, latest
- Brandon Kirby from Securities America Advisors, Inc.Jul 23, 2026 · Other
- Sheryl Curtis from Advice And Planning ServicesJul 8, 2026 · Affiliated broker-dealer or bank to another
- Dustin Lee Hayden from Country Trust BankJun 18, 2026 · Other
- Carmine Stimmel Yankowski from Alight Financial Solutions, LLCApr 28, 2026 · Other
- Rebecca Layton from Strategic Advisers LLCApr 15, 2026 · Affiliated broker-dealer or bank to another
- Mark J Wolff from Cetera Investment Advisers LLCApr 1, 2026 · Affiliated broker-dealer or bank to another
- Michael Goodyear from Questar Asset Management, Inc.Mar 25, 2026 · Other
- Adam Wade Weibel from Osaic Wealth, Inc.Mar 13, 2026 · Affiliated broker-dealer or bank to another
- Brent Austin Stanley from Raymond James Financial Services Advisors, IncDec 1, 2025 · Affiliated broker-dealer or bank to another
- Elijah Jorgenson from Cetera Investment Advisers LLCNov 4, 2025 · Affiliated broker-dealer or bank to another
- Brent Adams from Country Trust BankOct 15, 2025 · Other
- Joseph Youngman from Country Trust BankOct 8, 2025 · Other
- Robert Francis Bissen from Hornor, Townsend & Kent, LLCAug 21, 2025 · Affiliated broker-dealer or bank to another
- John Rion Mahan from Ameriprise Financial Services, LLCJul 16, 2025 · Affiliated broker-dealer or bank to another
- Christopher Tolman from Advice And Planning ServicesJun 30, 2025 · Affiliated broker-dealer or bank to another
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for SavvyJan 20, 2026 · West Des Moines, Ia
- 2 left for Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 19, 2024 · West Des Monies, Ia
- 2 joined from Td Ameritrade Investment Management, LLCMar 30, 2021 · Omaha, Ne
- 7 joined from Fbl Investment Management Services, Inc.Feb 8, 2019 · West Des Moines, Ia · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- James Anthony Aldridge · Chief Accounting Officercontrolsince 06/2018 · owns less than 5%
- Ann Kelli Eddy · Chief Operating Officercontrolsince 12/2020 · owns less than 5%
- Everette Mathew Gleason · Presidentcontrolsince 01/2020 · owns less than 5%
- James Clint May · Vice President Assistant General Counselcontrolsince 06/2018 · owns less than 5%
- Lea Jennifer Morgan · Chief Compliance Officercontrolsince 02/2018 · owns less than 5%
- Dean Michael O'Tool · Director Compliancecontrolsince 01/2022 · owns less than 5%
- Joseph Donald Seibel · Chief Financial Officercontrolsince 01/1996 · owns less than 5%
- Thomas Christopher Shryack · Vp Financial Services Salescontrolsince 07/2022 · owns less than 5%
- D. Mark Wickham · General Counsel And Secretarycontrolsince 05/2023 · owns less than 5%
Entity owners
- Fbl Financial Group, Inc. · Ownerdirect · owns 75% or more · public reporting company
- Farm Bureau Multi-State Services, Inc. · Ownerindirect · owns 75% or more of Farm Bureau Property & Casualty Insurance Company
- Farm Bureau Mutual Holding Company · Ownerindirect · owns 75% or more of Farm Bureau Multi-State Services, Inc.
- Farm Bureau Property & Casualty Insurance Company · Ownerindirect · owns 25% to 50% of Fbl Financial Group, Inc.
- Iowa Farm Bureau Federation · Ownerindirect · owns 50% to 75% of Fbl Financial Group, Inc.
Related persons
Schedule D 7.A
- Farm Bureau Life Insurance Companyreal estaten
- Fbl Marketing Services, LLCbroker-dealern
Advisers that list Fbl Wealth Management, LLC as a related person
- 5308 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| West Des Moines, Ia · principal | 234 | 49 | 11 | 1 | |
| West Des Monies, Ia | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Des Monies, IA5 employees
- Overland Park, KS4 employees
- Wichita, KS4 employees
- Gilbert, AZ4 employees
- Cheyenne, WY4 employees
- West Des Moines, IA3 employees
- Jackson, WY3 employees
- Holdrege, NE2 employees
- Augusta, NE2 employees
- Farmington, IA2 employees
- Papillion, NE2 employees
- Farmington, MN2 employees
- Omaha, NE2 employees
- Ottumwa, IA2 employees
- Cozad, NE2 employees
- Butte, MT2 employees
- Sioux City, IA2 employees
- Helena, MT2 employees
- Fergus Falls, MN2 employees
- Sioux City, IA2 employees
- Fairfield, IA2 employees
- Keosauqua, IA2 employees
- Donnellson, IA2 employees
- Curtis, NE2 employees
- Alma, NE2 employees
What changed
consecutive filings, newest first
- Advisory employees · 138 to 170Dec 3, 2025 to Mar 31, 2026
- BD registered reps · 175 to 207Dec 3, 2025 to Mar 31, 2026
- Charity clients · 99.0 to unsetDec 3, 2025 to Mar 31, 2026
- Corporate clients · 316.0 to unsetDec 3, 2025 to Mar 31, 2026
- HNW clients · 64.0 to unsetDec 3, 2025 to Mar 31, 2026
- Individual clients · 6600.0 to unsetDec 3, 2025 to Mar 31, 2026
- Employees · 177 to 207Dec 3, 2025 to Mar 31, 2026
- State-registered IARs · 177 to 207Dec 3, 2025 to Mar 31, 2026
- Other offices · 171 to 191Dec 3, 2025 to Mar 31, 2026
- HNW RAUM · $8.7M to $9.2MDec 3, 2025 to Mar 31, 2026
- Individual RAUM · 0.0 to unsetDec 3, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $8.7M to $9.2MDec 3, 2025 to Mar 31, 2026
- RAUM · $8.7M to $9.2MDec 3, 2025 to Mar 31, 2026
- Wrap assets (sponsor) · $8.7M to $9.2MDec 3, 2025 to Mar 31, 2026
- Advisory employees · 129 to 138Dec 11, 2024 to Mar 27, 2025
- BD registered reps · 166 to 175Dec 11, 2024 to Mar 27, 2025
- Charity clients · 16 to 99Dec 11, 2024 to Mar 27, 2025
- Corporate clients · 122 to 316Dec 11, 2024 to Mar 27, 2025
- HNW clients · 16 to 64Dec 11, 2024 to Mar 27, 2025
- Individual clients · 4,900 to 6,600Dec 11, 2024 to Mar 27, 2025
- Employees · 168 to 177Dec 11, 2024 to Mar 27, 2025
- Financial planning clients · 26-50 to 26-50Dec 11, 2024 to Mar 27, 2025
- State-registered IARs · 168 to 177Dec 11, 2024 to Mar 27, 2025
- Other offices · 162 to 171Dec 11, 2024 to Mar 27, 2025
- HNW RAUM · $8.6M to $8.7MDec 11, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $8.6M to $8.7MDec 11, 2024 to Mar 27, 2025
- RAUM · $8.6M to $8.7MDec 11, 2024 to Mar 27, 2025
- Wrap assets (sponsor) · $8.6M to $8.7MDec 11, 2024 to Mar 27, 2025
- Advisory employees · 153 to 129Jul 12, 2023 to Mar 29, 2024
- BD registered reps · 167 to 166Jul 12, 2023 to Mar 29, 2024
- Charity clients · 9 to 16Jul 12, 2023 to Mar 29, 2024
- Corporate clients · 92 to 122Jul 12, 2023 to Mar 29, 2024
- HNW clients · 198 to 16Jul 12, 2023 to Mar 29, 2024
- Individual clients · 3,984 to 4,900Jul 12, 2023 to Mar 29, 2024
- Employees · 169 to 168Jul 12, 2023 to Mar 29, 2024
- State-registered IARs · 110 to 168Jul 12, 2023 to Mar 29, 2024
- Other offices · 157 to 162Jul 12, 2023 to Mar 29, 2024
- HNW RAUM · $10.9M to $8.6MJul 12, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $10.9M to $8.6MJul 12, 2023 to Mar 29, 2024
- RAUM · $10.9M to $8.6MJul 12, 2023 to Mar 29, 2024
Signals
60 dated events
- Brian Layne Filinger registered as an investment adviser representative at Fbl Wealth Management, LlcSep 15, 2026 · Advisor registered · fact
- Joni Marie Pennock added a WA registration at Fbl Wealth Management, LlcSep 15, 2026 · New state registration · fact
- Gary Dale Jones left Fbl Wealth Management, LLC for Savvy (registered 2026-09-03)Sep 15, 2026 · Advisor changed firm · fact
- Joshua Sievers left Fbl Wealth Management, Llc for First Heartland Consultants, Inc. (registered 2026-09-01)Sep 8, 2026 · Advisor changed firm · fact
- Kyle Lechtenberg left Fbl Wealth Management, Llc for Ameriprise Financial Services, Llc (registered 2026-08-14)Aug 27, 2026 · Advisor changed firm · fact
- Nathaniel Ewart left Fbl Wealth Management, Llc for Osaic Wealth, Inc. (registered 2026-08-24)Aug 20, 2026 · Advisor changed firm · fact
- Daniel G Bingham left Fbl Wealth Management, Llc for Forthright Capital (registered 2026-04-14)Apr 15, 2026 · Advisor changed firm · fact
- Fbl Wealth Management, Llc reported 191 offices beyond its principal office, up from 171 (2025-12-03 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Trenton Christopher Swift left Fbl Wealth Management, Llc for Buffalo Run Wealth Advisors Llc (registered 2026-04-16)Feb 19, 2026 · Advisor changed firm · fact
- Jodi Rae Breheny left Fbl Wealth Management, Llc for Savvy (registered 2026-01-15)Jan 20, 2026 · Advisor changed firm · fact
- Christopher Michael Benda left Fbl Wealth Management, Llc for Savvy (registered 2026-01-28)Jan 20, 2026 · Advisor changed firm · fact
- 2 advisors left Fbl Wealth Management, LLC (West Des Moines, IA) for Savvy on the same dayJan 20, 2026 · Team lift-out · derived
- Robert Francis Bissen left Fbl Wealth Management, Llc for Hornor, Townsend & Kent, Llc (registered 2025-12-18)Dec 2, 2025 · Advisor changed firm · fact
- Brian Leslie Fehr left Fbl Wealth Management, Llc for Ameriprise Financial Services, Llc (registered 2025-10-17)Oct 29, 2025 · Advisor changed firm · fact
- Jack Herman left Fbl Wealth Management, Llc for Mariner (registered 2025-10-27)Oct 20, 2025 · Advisor changed firm · fact
- Franklin Cruz Santos left Fbl Wealth Management, Llc for Ameriprise Financial Services, Llc (registered 2025-08-11)Aug 11, 2025 · Advisor changed firm · fact
- Michael Paul Axline left Fbl Wealth Management, Llc for Raymond James Financial Services Advisors, Inc (registered 2025-05-15)May 21, 2025 · Advisor changed firm · fact
- Nicholas Steven Wilz left Fbl Wealth Management, Llc for Lincoln Investment (registered 2025-05-06)May 9, 2025 · Advisor changed firm · fact
- Fbl Wealth Management, Llc reported 171 offices beyond its principal office, up from 162 (2024-12-11 to 2025-03-27)Mar 27, 2025 · Office count change · derived
- Kara Gail Goodknight left Fbl Wealth Management, Llc for Morgan Stanley (registered 2025-02-24)Mar 5, 2025 · Advisor changed firm · fact
- Brian Christopher Fitzpatrick left Fbl Wealth Management, Llc for J. W. Cole Advisors, Inc. (registered 2025-02-25)Mar 3, 2025 · Advisor changed firm · fact
- Patrick Ryan St John left Fbl Wealth Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-04-17)Jan 2, 2025 · Advisor changed firm · fact
- Toby Hatlevig left Fbl Wealth Management, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-02-11)Dec 19, 2024 · Advisor changed firm · fact
- 2 advisors left Fbl Wealth Management, LLC (West Des Monies, IA) for Merrill Lynch, Pierce, Fenner & Smith Incorporated within 14 daysDec 19, 2024 · Team lift-out · derived
- Dwight Kaley Fleig (Wealth Management Ops Vp) no longer on Schedule A of Fbl Wealth Management, Llc (listed 2024-07-15, absent 2024-12-11)Dec 11, 2024 · Control person left · inference
- Laura Caroline Emery left Fbl Wealth Management, Llc for Arete Wealth Advisors, Llc (registered 2024-11-05)Aug 27, 2024 · Advisor changed firm · fact
- Kaley Dwight Fleig left Fbl Wealth Management, Llc for Cuso Financial Services, L.P. (registered 2025-01-13)Aug 14, 2024 · Advisor changed firm · fact
- Thomas Christopher Shryack (Vp Financial Services Sales) appeared on Schedule A of Fbl Wealth Management, LlcJun 19, 2024 · Control person joined · fact
- Dwight Kaley Fleig (Wealth Management Ops Vp) appeared on Schedule A of Fbl Wealth Management, LlcJun 19, 2024 · Control person joined · fact
- Kay Lori Geadelmann (General Counsel And Secretary) no longer on Schedule A of Fbl Wealth Management, Llc (listed 2024-03-29, absent 2024-06-19)Jun 19, 2024 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 515-226-6397reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 785-587-6002reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-247-4170reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/farm-bureau-financial-servicesreportedpublic record, Form ADV, Sep 17, 2026
- Website
- fbfs.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 515-225-5400reportedpublic record, Form ADV, Jun 22, 2026
- Contact form
- fbfs.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $39,323derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026