FBL WEALTH MANAGEMENT, LLC

Overview

FBL Wealth Management, LLC is a small, multi-state registered adviser that operates as a hands-on capital allocator with a clear tilt toward equity exposure. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and it also selects and monitors third-party managers rather than relying exclusively on in‑house strategies. Its business model includes fee-based services across percentage-of-AUM, hourly and fixed-fee arrangements, and the firm supplements advisory work with publications and educational seminars. Investment activity shows a preference for liquid, exchange-traded equity exposures as the core portfolio sleeve, while alternatives and insurance products are used as complementary allocations. The adviser is not positioned as an ESG-focused investor. Because the firm reports its assets as entirely non-discretionary, client-directed mandates and advisory oversight of third-party managers appear to be the operational norm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices