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
Arrivals at 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 |
|---|---|---|---|---|---|
| James Nicholas Boese | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Aug 24, 2019 | Aug 16, 2019 |
| Dean Merlin Neuharth | Thrivent Investment Management Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2019 | Apr 2, 2021 (604 d) |
| Sagar Ramesh Patel | Cambridge Investment Research Advisors, Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2019 | May 6, 2021 (666 d) |
| Scott Edward Hanadel | Huntington Financial Advisors BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jul 1, 2019 | Jun 5, 2020 (340 d) |
| Martin Leslie Rapp | LPL Financial LLC independent RIA | Fbl Wealth Management, LLC no RAUM | Other | Jun 27, 2019 | Jun 25, 2019 |
| Rodney Decker | Valic Financial Advisors, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jun 20, 2019 | Jul 3, 2019 |
| Erin Bixby | Bfc Planning, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jun 13, 2019 | Jun 18, 2019 |
| David Andrew Wilson | Iht Wealth Management LLC independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 16, 2019 | May 15, 2019 |
| Daniel Neuenfeldt | Waddell & Reed BD affiliated | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 2, 2019 | Oct 9, 2019 (160 d) |
| Brian Christopher Fitzpatrick | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 25, 2019 | Aug 21, 2019 (118 d) |
| Daniel Joseph Durant | Harbour Investments, Inc. independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Apr 12, 2019 | Apr 15, 2019 |
| Kara Eileen O'Connor | Morgan Stanley wirehouse | Fbl Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 1, 2019 | Apr 4, 2019 |
| Amy Jo Whittington | RBC Capital Markets, LLC national BD | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 6, 2019 | May 31, 2019 (86 d) |
| Jeffrey Robert Mahoney | Herbert J. Sims Capital Management, Inc. independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Feb 27, 2019 | Feb 20, 2019 |
| Aisha Kay Rehberg-Booth | Edward Jones national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2019 | Oct 29, 2021 (987 d) |
| Evan Robert Bisson | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 10, 2018 | Nov 30, 2018 (51 d) |
| Nathan Steven Moore | Ameritas Advisory Services BD affiliated | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 27, 2018 | Feb 14, 2019 (202 d) |
| Thomas Parkin | Allegis Investment Advisors, LLC independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jul 19, 2018 | Mar 20, 2019 (244 d) |
| Brook Emme Thompson | Cwm, LLC independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 17, 2018 | Nov 5, 2018 (172 d) |
| Wayne Benjamin Smith | Thrivent Investment Management Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 13, 2018 | Apr 24, 2020 (742 d) |
| Brian Llewellyn Mckeighen | LPL Financial LLC independent RIA | Fbl Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Apr 11, 2018 | Jan 17, 2019 (281 d) |
| Joshua Christopher Bliss | Morgan Stanley wirehouse | Fbl Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 28, 2018 | Jan 17, 2019 (323 d) |
| William Garland | Waddell & Reed other | Fbl Wealth Management, LLC no RAUM | Other | Dec 31, 2017 | Apr 9, 2020 (830 d) |
| Joseph Marrs | LPL Financial LLC other | Fbl Wealth Management, LLC no RAUM | Other | May 25, 2017 | Apr 23, 2019 (698 d) |
| John Cody Saulpaw | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 16, 2017 | Nov 1, 2018 (623 d) |
| Travis Michael Wendt | Thrivent Investment Management Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Oct 14, 2016 | Dec 12, 2024 (2981 d) |
| Thomas Scott Nevitt | Voya Financial Advisors, Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Jan 7, 2016 | Oct 23, 2023 (2846 d) |
| Michael Goodyear | Questar Asset Management, Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Dec 16, 2014 | Mar 25, 2026 (4117 d) |
| Kaley Dwight Fleig | Cambridge Investment Research Advisors, Inc. other | Fbl Wealth Management, LLC no RAUM | Other | Mar 7, 2014 | Aug 7, 2018 (1614 d) |
| Cary Arthur Knudson | Thrivent Investment Management Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Feb 20, 2014 | Sep 27, 2022 (3141 d) |
| Michael Paul Axline | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 11, 2014 | Aug 6, 2018 (1637 d) |
| Jess Tyler Meekma | First National Capital Markets, Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Aug 8, 2013 | Mar 18, 2025 (4240 d) |
| Chad Robert Christensen | Nationwide Investment Advisors, LLC other | Fbl Wealth Management, LLC no RAUM | Other | May 3, 2013 | Apr 22, 2019 (2180 d) |
| Jason William Street | Principal Securities, Inc. other | Fbl Wealth Management, LLC no RAUM | Other | Feb 7, 2013 | Mar 19, 2019 (2231 d) |
| Shelly Marie Burroughs | Northwestern Mutual Investment Services,LLC other | Fbl Wealth Management, LLC BD affiliated | Other | Jun 7, 2011 | Jan 16, 2024 (4606 d) |
| Carmine Stimmel Yankowski | Alight Financial Solutions, LLC unclassified | Fbl Wealth Management, LLC BD affiliated | Other | May 24, 2011 | Apr 28, 2026 (5453 d) |
| Brandon Kirby | Securities America Advisors, Inc. other | Fbl Wealth Management, LLC BD affiliated | Other | Mar 15, 2010 | Jul 23, 2026 (5974 d) |
| John Dudley Massey | Country Trust Bank unclassified | Fbl Wealth Management, LLC no RAUM | Other | Jul 27, 2007 | Aug 14, 2018 (4036 d) |
| Joseph Youngman | Country Trust Bank unclassified | Fbl Wealth Management, LLC BD affiliated | Other | Jul 27, 2007 | Oct 8, 2025 (6648 d) |
| Jeffery Alan Picco | Country Trust Bank unclassified | Fbl Wealth Management, LLC BD affiliated | Other | Jul 27, 2007 | Oct 31, 2023 (5940 d) |
| Dustin Lee Hayden | Country Trust Bank unclassified | Fbl Wealth Management, LLC BD affiliated | Other | Jul 27, 2007 | Jun 18, 2026 (6901 d) |
| Brent Adams | Country Trust Bank unclassified | Fbl Wealth Management, LLC BD affiliated | Other | Jul 27, 2007 | Oct 15, 2025 (6655 d) |
| Kristopher Kemmer | Country Trust Bank unclassified | Fbl Wealth Management, LLC no RAUM | Other | Jul 27, 2007 | Oct 4, 2019 (4452 d) |
| Jason Hawkins | MML Investors Services, LLC other | Fbl Wealth Management, LLC BD affiliated | Other | Jun 21, 2006 | Aug 1, 2024 (6616 d) |
| Scott Charles Badger | Charles Schwab & Co., Inc. national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2005 | Mar 12, 2024 (6791 d) |
| William Michael Simpson | Carillon Investments, Inc. unclassified | Fbl Wealth Management, LLC no RAUM | Other | Apr 20, 2004 | Jun 25, 2020 (5910 d) |
| Nathan Michael Leonardelli | UBS Financial Services Inc. wirehouse | Fbl Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 11, 2002 | Jul 10, 2019 (6146 d) |
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107 moves match.