FBL Wealth Management, LLC
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
FINTRXOverview
FBL Wealth Management, LLC is a multi-state advisory firm registered with the SEC in 2018. The firm operates as a limited liability company and functions as a capital allocator that provides financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of third‑party advisers. It also publishes periodicals and runs educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm reports affiliations with a broker‑dealer and an insurance company and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
Donald Seibel
Chief Financial OfficerCRD 6140054
Contacts
3 of 244
Daniel Ricklefs
Regional ManagerCRD 5679724
Jeffrey Bradley
Sr. Account ExecutiveCRD 5710371
Adam Entwisle
Registered RepresentativeCRD 5741770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Des Moines, IA
Polk
Location
West Des Moines, IA
Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 5400 University Ave
- Time zone
- CT (UTC-6)
- Office locations
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