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FBL WEALTH MANAGEMENT, LLC

5400 University Avenue
West Des Moines, Iowa 50266
Tel: 515-225-5400

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About FBL WEALTH MANAGEMENT, LLC

FBL WEALTH MANAGEMENT, LLC, formally registered with the SEC as FBL WEALTH MANAGEMENT, LLC. The firm was established in 06/18/2018. They have over 163 offices throughout the country.

FBL WEALTH MANAGEMENT, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $8,630,006 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 168 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#291396
SEC#801-113458
Assets Managed by Firm$8,630,006
No. of Clients1
No. of Advisors168

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD-PARTY MANAGEMENT FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total1$8,630,006
High net worth individuals16$8,630,006

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PRINCIPAL REAL ESTATE
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AEGON ASSET MANAGEMENT US
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TRANSAMERICA RETIREMENT ADVISORS, LLC
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SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
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$11,358,738,764815

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