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FBL WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA · CRD 291396 · IAPD ↗ · fbfs.com · 515-225-5400

$9.2MRegulatory AUM
170Advisory reps
207Employees
8258Clients
26-50Planning clients
0Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — FBL WEALTH MANAGEMENT, LLC added office(s): 171 -> 191 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
80
April 2026 — FBL WEALTH MANAGEMENT, LLC grew from 138 to 170 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — FBL WEALTH MANAGEMENT, LLC added office(s): 162 -> 171 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
74
April 2025 — FBL WEALTH MANAGEMENT, LLC grew from 129 to 138 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2024 — FBL WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — FBL WEALTH MANAGEMENT, LLC shrank from 153 to 129 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — FBL WEALTH MANAGEMENT, LLC added office(s): 157 -> 162 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.