FBL Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$9.2M

Discretionary

0% of AUM

Avg account

$9.2M

Accounts

Employees

207

Advisory reps

231

Firm details

Headquarters: West Des Moines, Iowa
CRD number: 291396
Registered since: June 18, 2018
Website: www.fblfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

FBL Wealth Management, LLC is an SEC-registered limited liability company formed in 2018 that operates as a multi-state adviser and identifies itself as a capital allocator. The firm charges clients through a mix of percentage-of-AUM fees plus options for hourly and fixed-fee engagements, and it provides a range of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, selection of sub-advisers, and investor education through publications and seminars. The firm is not positioned as an ESG-focused manager. It maintains industry relationships with broker-dealers and an insurance company, indicating it distributes or integrates insurance and brokerage solutions alongside advisory services. Ownership is recorded as domestic/entity and individual.