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 |
|---|---|---|---|---|---|
| Sheryl Curtis | Advice And Planning Services BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2026 | Jul 8, 2026 (57 d) |
| Adam Wade Weibel | Osaic Wealth, Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Mar 13, 2026 (32 d) |
| Rebecca Layton | Strategic Advisers LLC national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2025 | Apr 15, 2026 (135 d) |
| Mark J Wolff | Cetera Investment Advisers LLC BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Apr 1, 2026 (124 d) |
| Brent Austin Stanley | Raymond James Financial Services Advisors, Inc BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Dec 1, 2025 (76 d) |
| Robert Francis Bissen | Hornor, Townsend & Kent, LLC BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2025 | Aug 21, 2025 (31 d) |
| Elijah Jorgenson | Cetera Investment Advisers LLC BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Nov 4, 2025 (134 d) |
| Christopher Tolman | Advice And Planning Services BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2025 | Jun 30, 2025 (60 d) |
| Eli Ford | Northwestern Mutual Investment Services,LLC no RAUM | Fbl Wealth Management, LLC BD affiliated | Other | Apr 18, 2025 | Jun 26, 2025 (69 d) |
| Kyle Lechtenberg | Ameriprise Financial Services, LLC national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2025 | Mar 27, 2025 |
| Clay Walker Peterson | Edward Jones national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2025 | Apr 8, 2025 (71 d) |
| Steve Lawrence Raspotnik | Cuso Financial Services, L.P. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2024 | Mar 24, 2025 (132 d) |
| Shanda Swinehart | Thrivent Investment Management Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2024 | Feb 11, 2025 (92 d) |
| Sarah Schechinger | U.S. Bancorp Investments, Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2024 | Nov 14, 2024 |
| Franklin Cruz Santos | Charles Schwab & Co., Inc. national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 22, 2024 |
| Jack Herman | Charles Schwab & Co., Inc. national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2024 | Aug 23, 2024 (31 d) |
| John Rion Mahan | Ameriprise Financial Services, LLC national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2023 | Jul 16, 2025 (737 d) |
| Kevin George Vonseggern | Orion Portfolio Solutions, LLC independent RIA | Fbl Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2023 | Feb 3, 2023 (32 d) |
| Barry Waugh | Cambridge Investment Research Advisors, Inc. BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2022 | Dec 21, 2022 (62 d) |
| Lacey L Burden | Morgan Stanley wirehouse | Fbl Wealth Management, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 1, 2022 | Apr 17, 2023 (228 d) |
| Lane Schulz | LPL Financial LLC independent RIA | Fbl Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Aug 2, 2022 |
| Tobias Jude Wilhelm | Fsc Securities Corporation BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2022 | Feb 24, 2023 (239 d) |
| Clinton Lee Duprel | LPL Financial LLC independent RIA | Fbl Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 30, 2022 | May 6, 2022 (37 d) |
| Troy Daniel Carruthers | Motiv8 Investments LLC independent RIA | Fbl Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 18, 2022 | Nov 3, 2022 (289 d) |
| Craig William Strong | RBC Capital Markets, LLC national BD | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2021 | Nov 30, 2021 |
| Lori Dawn Brown | Robert W. Baird & Co. Incorporated mixed wealth | Fbl Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2021 | Sep 3, 2021 |
| Brian Leslie Fehr | Raymond James Financial Services Advisors, Inc BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2021 | May 24, 2021 |
| Thomas Graff | Eagle Strategies LLC BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2021 | Oct 17, 2022 (605 d) |
| Donovan Leighton | Equitable Advisors, LLC national BD | Fbl Wealth Management, LLC no RAUM | Other | Feb 10, 2021 | Mar 25, 2021 (43 d) |
| Douglas Lee Holtmeier | LPL Financial LLC BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jan 29, 2021 | Jan 29, 2021 |
| David Stanton | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Nov 17, 2020 | Nov 18, 2020 |
| Matthew Reese Mason | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Nov 16, 2020 | Nov 18, 2020 |
| Dawon Coleman | Pnc Managed Account Solutions, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Nov 16, 2020 | Nov 23, 2020 |
| Aaron Christopher Moberg | Advice And Planning Services BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Nov 13, 2020 | Nov 17, 2020 |
| Hong Chang | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fbl Wealth Management, LLC no RAUM | Other | Nov 4, 2020 | Jan 8, 2021 (65 d) |
| Francis Kulak | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Sep 4, 2020 | Oct 1, 2020 |
| Timothy D Hutto | Eagle Strategies LLC BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Aug 10, 2020 | Oct 27, 2020 (78 d) |
| Bradley James Schmitz | LPL Financial LLC BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Aug 3, 2020 | Jul 10, 2020 |
| Angelina Maria Dietz | Advice And Planning Services BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jul 22, 2020 | Jul 21, 2020 |
| Robert Alexander Donald Dodson | Securian Financial Services, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jun 9, 2020 | Jun 5, 2020 |
| Adam Lynn Entwisle | Td Ameritrade Investment Management, LLC independent RIA | Fbl Wealth Management, LLC no RAUM | Other | Apr 28, 2020 | Jun 5, 2020 (38 d) |
| Bart Hiner | Ameriprise Financial Services, LLC national BD | Fbl Wealth Management, LLC no RAUM | Other | Apr 17, 2020 | Jun 25, 2020 (69 d) |
| Luke Perry | Cri Securities, LLC BD affiliated | Fbl Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2020 | Jul 11, 2023 (1181 d) |
| Brad Leroy Sharp | U.S. Bancorp Investments, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Mar 24, 2020 | Aug 13, 2020 (142 d) |
| James Jerry Soukup | Bmo Harris Financial Advisors, Inc BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Feb 19, 2020 | Feb 19, 2020 |
| John Savoie | Prudential Select Strategies LLC independent RIA | Fbl Wealth Management, LLC no RAUM | Other | Jan 30, 2020 | Feb 10, 2020 |
| Joseph W Lucas | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Jan 28, 2020 | Jan 30, 2020 |
| Steven Mcintyre | Capital Analysts BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jan 27, 2020 | Feb 14, 2020 |
| Gary Dale Jones | Valic Financial Advisors, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Jan 23, 2020 | Jan 3, 2020 |
| Brett Robert Ullen | Northwestern Mutual Investment Services,LLC no RAUM | Fbl Wealth Management, LLC no RAUM | Other | Dec 17, 2019 | Dec 13, 2019 |
| Michael E Howey | Wells Fargo Advisors wirehouse | Fbl Wealth Management, LLC no RAUM | Other | Dec 17, 2019 | Jan 2, 2020 |
| Jon Barton | Wells Fargo Advisors wirehouse | Fbl Wealth Management, LLC no RAUM | Other | Dec 4, 2019 | Dec 4, 2019 |
| Matthew Paul Wojick | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Dec 4, 2019 | Jan 24, 2020 (51 d) |
| Kara Gail Goodknight | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Dec 2, 2019 | Nov 29, 2019 |
| Jeffery W. Leathers | Stifel, Nicolaus & Company, Incorporated national BD | Fbl Wealth Management, LLC no RAUM | Other | Oct 25, 2019 | Oct 18, 2019 |
| Christopher Michael Benda | Northwest Wealth Management, LLC independent RIA | Fbl Wealth Management, LLC no RAUM | Other | Oct 18, 2019 | Oct 18, 2019 |
| Grover Cleaveland Musser | U.S. Bancorp Investments, Inc. BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Sep 23, 2019 | Aug 23, 2019 |
| Matthew S Gurule | Edward Jones national BD | Fbl Wealth Management, LLC no RAUM | Other | Sep 20, 2019 | Sep 19, 2019 |
| Ann Cheryl Frigon | Cwm, LLC BD affiliated | Fbl Wealth Management, LLC no RAUM | Other | Sep 13, 2019 | Aug 19, 2019 |
| Scott Ronald Pilchard | Global Retirement Partners LLC institutional | Fbl Wealth Management, LLC no RAUM | Other | Aug 28, 2019 | Aug 16, 2019 |
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107 moves match.