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.
Advisor moves
Departures from Fbl Wealth Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gary Dale Jones | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2026 | Sep 3, 2026 |
| Joshua Sievers | Fbl Wealth Management, LLC BD affiliated | First Heartland Consultants, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2026 | Sep 1, 2026 |
| Kyle Lechtenberg | Fbl Wealth Management, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 27, 2026 | Aug 14, 2026 |
| Nathaniel Ewart | Fbl Wealth Management, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 24, 2026 |
| Daniel G Bingham | Fbl Wealth Management, LLC BD affiliated | Forthright Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | Apr 14, 2026 |
| Trenton Christopher Swift | Fbl Wealth Management, LLC BD affiliated | Buffalo Run Wealth Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 19, 2026 | Apr 16, 2026 (56 d) |
| Jodi Rae Breheny | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Jan 15, 2026 |
| Christopher Michael Benda | Fbl Wealth Management, LLC BD affiliated | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2026 | Jan 28, 2026 |
| Robert Francis Bissen | Fbl Wealth Management, LLC BD affiliated | Hornor, Townsend & Kent, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Dec 18, 2025 |
| Brian Leslie Fehr | Fbl Wealth Management, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 17, 2025 |
| Jack Herman | Fbl Wealth Management, LLC BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 27, 2025 |
| Franklin Cruz Santos | Fbl Wealth Management, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Michael Paul Axline | Fbl Wealth Management, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 15, 2025 |
| Nicholas Steven Wilz | Fbl Wealth Management, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | May 9, 2025 | May 6, 2025 |
| Kara Gail Goodknight | Fbl Wealth Management, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2025 | Feb 24, 2025 |
| Brian Christopher Fitzpatrick | Fbl Wealth Management, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2025 | Feb 25, 2025 |
| Patrick Ryan St John | Fbl Wealth Management, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 2, 2025 | Apr 17, 2025 (105 d) |
| Toby Hatlevig | Fbl Wealth Management, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 19, 2024 | Feb 11, 2025 (54 d) |
| Laura Caroline Emery | Fbl Wealth Management, LLC BD affiliated | Arete Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2024 | Nov 5, 2024 (70 d) |
| Kaley Dwight Fleig | Fbl Wealth Management, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2024 | Jan 13, 2025 (152 d) |
| Donovan Leighton | Fbl Wealth Management, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 16, 2024 | May 17, 2024 |
| Bradley James Schmitz | Fbl Wealth Management, LLC BD affiliated | Family Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 6, 2024 | Mar 4, 2024 |
| Kevin George Vonseggern | Fbl Wealth Management, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2024 | Sep 11, 2024 (215 d) |
| Jimmy Dwayne Harmon | Fbl Wealth Management, LLC BD affiliated | Bok Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2023 | Apr 9, 2024 (109 d) |
| Robert Alexander Donald Dodson | Fbl Wealth Management, LLC BD affiliated | Alba Financial LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 6, 2023 | Nov 2, 2023 |
| Luke Perry | Fbl Wealth Management, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2023 | Jun 12, 2024 (240 d) |
| Steven E Struthers | Fbl Wealth Management, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2023 | Oct 9, 2023 |
| Jeffrey Robert Mahoney | Fbl Wealth Management, LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2023 | Sep 11, 2023 |
| Francis Kulak | Fbl Wealth Management, LLC BD affiliated | Moors & Cabot, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2023 | Aug 1, 2023 |
| Kyle Harry Perry | Fbl Wealth Management, LLC BD affiliated | Chandler Asset Management Inc institutional | Other | Jun 6, 2023 | Oct 8, 2024 (490 d) |
| Ann Cheryl Frigon | Fbl Wealth Management, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Mar 27, 2023 |
| Isaiah Stegman | Fbl Wealth Management, LLC BD affiliated | Beacon Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2023 | Feb 9, 2023 |
| Matthew Paul Wojick | Fbl Wealth Management, LLC BD affiliated | Wojick Capital Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 19, 2022 | Jan 25, 2024 (402 d) |
| Clinton Lee Duprel | Fbl Wealth Management, LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 19, 2022 | Oct 18, 2022 |
| Scott Ronald Pilchard | Fbl Wealth Management, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2022 | Aug 19, 2022 |
| David Stanton | Fbl Wealth Management, LLC BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2022 | Jun 6, 2022 |
| Craig William Strong | Fbl Wealth Management, LLC BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Apr 15, 2022 | May 10, 2023 (390 d) |
| Jon Darrell Mcconahay | Fbl Wealth Management, LLC BD affiliated | Smart Money Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2022 | May 11, 2022 |
| Aisha Kay Rehberg-Booth | Fbl Wealth Management, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2022 | Jul 1, 2022 (94 d) |
| Sagar Ramesh Patel | Fbl Wealth Management, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2022 | Feb 4, 2022 |
| Nathan Steven Moore | Fbl Wealth Management, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2022 | Feb 10, 2022 |
| Brook Emme Thompson | Fbl Wealth Management, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2022 | Jun 9, 2022 (153 d) |
| Eli Ford | Fbl Wealth Management, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Dec 31, 2021 | Feb 1, 2022 (32 d) |
| Angelina Maria Dietz | Fbl Wealth Management, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2021 | Nov 24, 2021 |
| Mark Robert Listenberger | Fbl Wealth Management, LLC BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2021 | May 11, 2022 (175 d) |
| Brett Robert Ullen | Fbl Wealth Management, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2021 | Mar 21, 2024 (889 d) |
| Jason Wintersteen | Fbl Wealth Management, LLC BD affiliated | Stratos Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2021 | Sep 14, 2021 |
| Scott Edward Hanadel | Fbl Wealth Management, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2021 | Mar 15, 2022 (200 d) |
| Brad Leroy Sharp | Fbl Wealth Management, LLC BD affiliated | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Nov 3, 2021 (72 d) |
| John Savoie | Fbl Wealth Management, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2021 | May 24, 2021 |
| Dawon Coleman | Fbl Wealth Management, LLC BD affiliated | State Farm Investment Management Corp. asset manager | Other | May 11, 2021 | Jan 17, 2023 (616 d) |
| Grover Cleaveland Musser | Fbl Wealth Management, LLC no RAUM | Adamsbrown Wealth Consultants LLC independent RIA | Other | Mar 18, 2021 | Apr 21, 2021 (34 d) |
| Rodney Decker | Fbl Wealth Management, LLC no RAUM | Brookstone Capital Management LLC independent RIA | Other | Jan 22, 2021 | May 10, 2021 (108 d) |
| Aaron Christopher Moberg | Fbl Wealth Management, LLC no RAUM | Charles Schwab & Co., Inc. national BD | Other | Jan 22, 2021 | Mar 18, 2021 (55 d) |
| Justin Duane Mundt | Fbl Wealth Management, LLC no RAUM | Onyx Bridge Wealth Group LLC independent RIA | Other | Dec 4, 2020 | Dec 1, 2020 |
| Daniel Neuenfeldt | Fbl Wealth Management, LLC no RAUM | Fidelity Personal And Workplace Advisors BD affiliated | Other | Nov 20, 2020 | Oct 4, 2021 (318 d) |
| Michael E Howey | Fbl Wealth Management, LLC no RAUM | V Wealth Advisors LLC independent RIA | Other | Sep 25, 2020 | Oct 16, 2020 |
| James Nicholas Boese | Fbl Wealth Management, LLC no RAUM | Callahan Financial Planning Company independent RIA | Other | Jul 31, 2020 | Aug 11, 2020 |
| Joshua Christopher Bliss | Fbl Wealth Management, LLC no RAUM | LPL Financial LLC BD affiliated | Other | Jul 28, 2020 | Aug 14, 2020 |
| Amy Jo Whittington | Fbl Wealth Management, LLC no RAUM | Pruco Securities, LLC BD affiliated | Other | Apr 16, 2020 | Jun 25, 2020 (70 d) |
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68 moves match.