Fbl Wealth Management, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 291396
· SEC file 801-113458
· West Des Moines, IA
· www.fbfs.com
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $9.2M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 207
AUM over time
$0
$12.7M
May 17, 2018
Jun 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $9.2M | 100.0% |
People (237)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Seibel, Donald, Joseph | Chief Financial Officer | Jan 1996 (31y) | Less than 5% | |
| Morgan, Jennifer, Lea | Chief Compliance Officer | Feb 2018 (9y) | Less than 5% | |
| Aldridge, Anthony, James | Chief Accounting Officer | Jun 2018 (8y) | Less than 5% | |
| May, Clint, James | Vice President Assistant General Counsel | Jun 2018 (8y) | Less than 5% | |
| Mathew Everette Gleason | President | Jun 2018 (8y) | Less than 5% | |
| Eddy, Kelli, Ann | Chief Operating Officer | Dec 2020 (6y) | Less than 5% | |
| O'tool, Michael, Dean | Director Compliance | Jan 2022 (5y) | Less than 5% | |
| Shryack, Christopher, Thomas | Vp Financial Services Sales | Jul 2022 (4y) | Less than 5% | |
| Wickham, Mark, D. | General Counsel And Secretary | May 2023 (3y) | Less than 5% | |
| Teresa Jean Block Meyer | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Andrew Joseph Moore | Registered representative | CFP | Aug 2018 (8y) | |
| Eric Howard Hanson | Registered representative | Aug 2018 (8y) | ||
| Eric Paul Derr | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| James Allen Eaton | Registered representative | Aug 2018 (8y) | ||
| John Kenneth Harada | Registered representative | Aug 2018 (8y) | ||
| Joshua Sievers | Registered representative | Aug 2018 (8y) | ||
| Matthew Marcus Brunson | Registered representative | Aug 2018 (8y) | ||
| Nicholas Lynn Harklau | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Patrick Alexander Kessel | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Ryan Lee Harklau | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Tyler John Langel | Registered representative | CFP | Aug 2018 (8y) | |
| Daniel Steven Hummel | Registered representative | Aug 2018 (8y) | ||
| Daniel William Ricklefs | Registered representative | CFP | Aug 2018 (8y) | |
| Eric Jay Tegrootenhuis | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Larry Glenn Marshall | Registered representative | Aug 2018 (8y) | ||
| Richard Paul Hackwell | Registered representative | Aug 2018 (8y) | ||
| Troy Douglas Delair | Registered representative | Aug 2018 (8y) | ||
| William Frederick Schwarzkoph | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Cynthia Rose Schulte | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| John Dudley Massey | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Cindy Marie Jensen | Registered representative | Aug 2018 (8y) | ||
| Carl Wayne Mccarthick | Registered representative | Aug 2018 (8y) | ||
| Jason Michael Bell | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Kendon Harry Perry | Registered representative | Aug 2018 (8y) | ||
| Leonard Todd Seeton | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Nathan Daniel Rayl | Registered representative | Aug 2018 (8y) | ||
| Nicholas John Campbell Smith | Registered representative | CFP | Aug 2018 (8y) | |
| Robert Eugene Pickle | Registered representative | CFP | Aug 2018 (8y) | |
| Jared Donald Nelson | Registered representative | Aug 2018 (8y) | ||
| Jeanine Pendergrass | Registered representative | Aug 2018 (8y) | ||
| Jerad Justin Grove | Registered representative | Aug 2018 (8y) | ||
| William Travis Johnson | Registered representative | Aug 2018 (8y) | ||
| Christopher David Bjerke | Registered representative | Aug 2018 (8y) | ||
| Russell Gerard Tigges | Registered representative | CFP Chartered Financial Consultant | Aug 2018 (8y) | |
| Joe Neil Hazelbaker | Registered representative | Sep 2018 (8y) | ||
| Ryan E Bridwell | Registered representative | CFP | Nov 2018 (8y) | |
| Robert John Bowen | Registered representative | Nov 2018 (8y) | ||
| Stephen Ryan Goucher | Registered representative | Nov 2018 (8y) | ||
| Evan Robert Bisson | Registered representative | Nov 2018 (8y) | ||
| Michael Jonathan Smith | Registered representative | Dec 2018 (8y) | ||
| Brian L Lewellyn Mc Keighen | Registered representative | Jan 2019 (8y) | ||
| Jeffrey Scott Bradley | Registered representative | Feb 2019 (8y) | ||
| Jennifer Anne Cretin | Registered representative | Chartered Financial Consultant | Mar 2019 (7y) | |
| Jason William Street | Registered representative | Chartered Financial Consultant | Mar 2019 (7y) | |
| Corey A Hodges | Registered representative | Chartered Financial Consultant | Mar 2019 (7y) | |
| Daniel Joseph Durant | Registered representative | Apr 2019 (7y) | ||
| Chad Robert Christensen | Registered representative | Apr 2019 (7y) | ||
| Wayne Anthony Burkhart | Registered representative | May 2019 (7y) | ||
| Julie Marie Mcgonegle | Registered representative | CFP Chartered Financial Consultant | May 2019 (7y) | |
| Zachary John Jacobsen | Registered representative | Jun 2019 (7y) | ||
| Erin Bixby | Registered representative | Jun 2019 (7y) | ||
| Martin Leslie Rapp | Registered representative | Jun 2019 (7y) | ||
| Nathan Michael Leonardelli | Registered representative | Jul 2019 (7y) | ||
| Perry Eldon Shank | Registered representative | Jul 2019 (7y) | ||
| Sean Patrick Cirullo | Registered representative | Sep 2019 (7y) | ||
| Matthew S Gurule | Registered representative | Sep 2019 (7y) | ||
| Kristopher Kemmer | Registered representative | Chartered Financial Consultant | Oct 2019 (7y) | |
| Justin Kenneth Leonard | Registered representative | Oct 2019 (7y) | ||
| Christopher John Mayer | Registered representative | Nov 2019 (7y) | ||
| Jon Barton | Registered representative | Chartered Financial Consultant | Dec 2019 (7y) | |
| Gary Dale Jones | Registered representative | Jan 2020 (7y) | ||
| Melanie Mial Scott | Registered representative | Jan 2020 (7y) | ||
| Joseph W Lucas | Registered representative | CFP | Jan 2020 (7y) | |
| Joseph Shawn Nielsen | Registered representative | Feb 2020 (7y) | ||
| Steven Mc Intyre | Registered representative | Feb 2020 (7y) | ||
| James Jerry Soukup | Registered representative | CFP | Feb 2020 (6y) | |
| Bradley Michael Stimmel | Registered representative | Feb 2020 (6y) | ||
| William Garland | Registered representative | Apr 2020 (6y) | ||
| Wayne Benjamin Smith | Registered representative | Apr 2020 (6y) | ||
| Adam Lynn Entwisle | Registered representative | Jun 2020 (6y) | ||
| Joseph Edward Zenkovich | Registered representative | Jun 2020 (6y) | ||
| Bart Hiner | Registered representative | Jun 2020 (6y) | ||
| Jonathan J Louwagie | Registered representative | Chartered Financial Consultant | Jun 2020 (6y) | |
| William Michael Simpson | Registered representative | Jun 2020 (6y) | ||
| Gabriel James Jorgensen | Registered representative | Sep 2020 (6y) | ||
| Morgan Jacob Flax | Registered representative | Oct 2020 (6y) | ||
| Timothy D Hutto | Registered representative | Chartered Financial Consultant | Oct 2020 (6y) | |
| Valerie Christine Seidel | Registered representative | CFP | Oct 2020 (6y) | |
| David Clarence Matthias | Registered representative | Jan 2021 (6y) | ||
| Brenton Joe Feuchtenberger | Registered representative | Jan 2021 (6y) | ||
| Hong Chang | Registered representative | CFA | Jan 2021 (6y) | |
| Courtney Leigh Cowan Gray | Registered representative | Jan 2021 (6y) | ||
| Paul Charles Chapman | Registered representative | Jan 2021 (6y) | ||
| Douglas Lee Holtmeier | Registered representative | Jan 2021 (6y) | ||
| Beau Jeffrey Jorgensen | Registered representative | Feb 2021 (6y) | ||
| Julie Ann Bramlet | Registered representative | Feb 2021 (6y) | ||
| Scott Joseph Heyka | Registered representative | Feb 2021 (6y) | ||
| Dean Merlin Neuharth | Registered representative | Apr 2021 (5y) | ||
| Philip Wayne Hinrichs | Registered representative | Jun 2021 (5y) | ||
| Lori Dawn Brown | Registered representative | Sep 2021 (5y) | ||
| Lauren Elaine Stelting | Registered representative | Oct 2021 (5y) | ||
| Jason David Salz | Registered representative | Nov 2021 (5y) | ||
| Kevin Andrew Foland | Registered representative | Nov 2021 (5y) | ||
| Peter Henderson | Registered representative | Nov 2021 (5y) | ||
| Dustin Thomas White | Registered representative | Feb 2022 (5y) | ||
| Sammi Ann Buzzard | Registered representative | Mar 2022 (4y) | ||
| Matthew Reese Mason | Registered representative | Mar 2022 (4y) | ||
| Jackson Ayala | Registered representative | Mar 2022 (4y) | ||
| Travis Richard Duryea | Registered representative | Apr 2022 (4y) | ||
| Brandon Stout | Registered representative | Apr 2022 (4y) | ||
| Trent William Adams | Registered representative | Jun 2022 (4y) | ||
| Lane Schulz | Registered representative | CFP Chartered Financial Consultant | Aug 2022 (4y) | |
| Mick Ryan Poulsen | Registered representative | Aug 2022 (4y) | ||
| Joshua Corbett | Registered representative | Aug 2022 (4y) | ||
| Cary Arthur Knudson | Registered representative | Sep 2022 (4y) | ||
| Sarah Diane Phillips | Registered representative | Oct 2022 (4y) | ||
| Thomas Graff | Registered representative | Oct 2022 (4y) | ||
| Ryan David Burden | Registered representative | Oct 2022 (4y) | ||
| Troy Daniel Carruthers | Registered representative | Nov 2022 (4y) | ||
| Bridget Jean Miller | Registered representative | Nov 2022 (4y) | ||
| Daniel Wayne Siegfried | Registered representative | Dec 2022 (4y) | ||
| Barry Waugh | Registered representative | Dec 2022 (4y) | ||
| Benjamin Houdek | Registered representative | Jan 2023 (4y) | ||
| Andrew David Floerke | Registered representative | Feb 2023 (4y) | ||
| Tobias Jude Wilhelm | Registered representative | Feb 2023 (3y) | ||
| Le Roy Kreutzer | Registered representative | Mar 2023 (3y) | ||
| Lacey L Burden | Registered representative | Apr 2023 (3y) | ||
| Joseph Wayne Powell | Registered representative | May 2023 (3y) | ||
| Carson D Halbrook | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Alex Bear | Registered representative | Jun 2023 (3y) | ||
| Todd Gordon Johnson | Registered representative | Jun 2023 (3y) | ||
| Timothy Mars | Registered representative | Chartered Financial Consultant | Aug 2023 (3y) | |
| Troy Don Stone | Registered representative | Sep 2023 (3y) | ||
| Barbara Rae Collins | Registered representative | Chartered Financial Consultant | Oct 2023 (3y) | |
| Thomas Scott Nevitt | Registered representative | Oct 2023 (3y) | ||
| Emily Rebecca Carpenter | Registered representative | Oct 2023 (3y) | ||
| Jeffery Alan Picco | Registered representative | CFP Chartered Financial Consultant | Oct 2023 (3y) | |
| Alexander Edwin Botero | Registered representative | Nov 2023 (3y) | ||
| Shanna Lewis Black | Registered representative | Nov 2023 (3y) | ||
| Kristopher James Mull | Registered representative | Jan 2024 (3y) | ||
| Shelly Marie Burroughs | Registered representative | Jan 2024 (3y) | ||
| Patrick Scott Jackson | Registered representative | Feb 2024 (3y) | ||
| Chase Marvin Carlson | Registered representative | Feb 2024 (2y) | ||
| Travis Joseph Rausch | Registered representative | Mar 2024 (2y) | ||
| William Roy Ayala | Registered representative | Mar 2024 (2y) | ||
| Scott Charles Badger | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| Luke Daniel Bauer | Registered representative | Apr 2024 (2y) | ||
| Gregory Jason Clark | Registered representative | May 2024 (2y) | ||
| Mikeal Shawn Hodges | Registered representative | May 2024 (2y) | ||
| Steven Lorenzen | Registered representative | Jun 2024 (2y) | ||
| Brandon Michael Avery | Registered representative | Jun 2024 (2y) | ||
| Scott Duane Evans | Registered representative | Jul 2024 (2y) | ||
| Mitchell Callen Messner | Registered representative | Jul 2024 (2y) | ||
| Jason Hawkins | Registered representative | Aug 2024 (2y) | ||
| Daniel Shurley | Registered representative | Aug 2024 (2y) | ||
| Raechel Louise Mc Culley | Registered representative | Sep 2024 (2y) | ||
| Seth Michael Tangeman | Registered representative | Oct 2024 (2y) | ||
| Justin Michael Drake | Registered representative | Oct 2024 (2y) | ||
| Sarah Schechinger | Registered representative | Nov 2024 (2y) | ||
| Henry Michael Cautin | Registered representative | Nov 2024 (2y) | ||
| Chase A De Filippo | Registered representative | Dec 2024 (2y) | ||
| Christopher Merritt Tousley | Registered representative | Dec 2024 (2y) | ||
| Michelle Lynn Ernst | Registered representative | Dec 2024 (2y) | ||
| Travis Michael Wendt | Registered representative | Chartered Financial Consultant | Dec 2024 (2y) | |
| Shanda Swinehart | Registered representative | Feb 2025 (2y) | ||
| Jacob Alan Moffett | Registered representative | Feb 2025 (2y) | ||
| Brock Dustin Spangenberg | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Cail Edward Donkersloot | Registered representative | Feb 2025 (1y) | ||
| Christopher James | Registered representative | Mar 2025 (1y) | ||
| Justin Cole Bach | Registered representative | Mar 2025 (1y) | ||
| Jess Tyler Meekma | Registered representative | Mar 2025 (1y) | ||
| Heidi Perez | Registered representative | Mar 2025 (1y) | ||
| Steve Lawrence Raspotnik | Registered representative | Mar 2025 (1y) | ||
| Kyle Patrick Lechtenberg | Registered representative | Mar 2025 (1y) | ||
| Taylor Oborn | Registered representative | Mar 2025 (1y) | ||
| Kebbi Hutto | Registered representative | Mar 2025 (1y) | ||
| Clay Walker Peterson | Registered representative | Apr 2025 (1y) | ||
| Kent Dennis Gethmann | Registered representative | Apr 2025 (1y) | ||
| Nathaniel Ewart | Registered representative | Apr 2025 (1y) | ||
| Jeremy Vanderzyl | Registered representative | Apr 2025 (1y) | ||
| Bryan Paul Rockey | Registered representative | Apr 2025 (1y) | ||
| Andre Stubbs | Registered representative | May 2025 (1y) | ||
| Roger Jon Robinson | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Jared Brooks Spangenberg | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Michael Vincent Sexton | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Colin Newell | Registered representative | May 2025 (1y) | ||
| Eric Benjamin Siegfried | Registered representative | May 2025 (1y) | ||
| Reece Cameron Heideman | Registered representative | Jun 2025 (1y) | ||
| Monte Mc Quigg | Registered representative | Jun 2025 (1y) | ||
| Eli Ford | Registered representative | Jun 2025 (1y) | ||
| Thomas Ward Phillips | Registered representative | Jun 2025 (1y) | ||
| Christopher Tolman | Registered representative | Jun 2025 (1y) | ||
| John Rion Mahan | Registered representative | Jul 2025 (1y) | ||
| Jeff Zelenovich | Registered representative | Jul 2025 (1y) | ||
| Anna Louise Lawless | Registered representative | Aug 2025 (1y) | ||
| Teresa Kay Boeken | Registered representative | Aug 2025 (1y) | ||
| Evan Cole Viramontes | Registered representative | Aug 2025 (1y) | ||
| Mikayla Philipp | Registered representative | Sep 2025 (1y) | ||
| Dane Stahl | Registered representative | Sep 2025 (1y) | ||
| Augustus Hanson | Registered representative | Sep 2025 (1y) | ||
| Brad Alan Bosh | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Joseph Youngman | Registered representative | CFP | Oct 2025 (1y) | |
| Brent Adams | Registered representative | Oct 2025 (1y) | ||
| Casey Warren | Registered representative | Oct 2025 (1y) | ||
| Kellan Joe Jordan | Registered representative | Chartered Financial Consultant | Oct 2025 (1y) | |
| Braden Fraze | Registered representative | Oct 2025 (1y) | ||
| Elijah Jorgenson | Registered representative | Nov 2025 (1y) | ||
| Valerie Michelle Krier | Registered representative | Chartered Financial Consultant | Nov 2025 (1y) | |
| Brent Austin Stanley | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) | |
| Blair Slaughter | Registered representative | Dec 2025 (1y) | ||
| Joni Marie Pennock | Registered representative | Jan 2026 (1y) | ||
| Kiley Ingersoll | Registered representative | Jan 2026 (1y) | ||
| Wade Haugen | Registered representative | Jan 2026 (1y) | ||
| Nickelo Lynn Sleezer | Registered representative | Jan 2026 (1y) | ||
| Holly Dusheck | Registered representative | Feb 2026 (1y) | ||
| John F Magnuson | Registered representative | Feb 2026 (0y) | ||
| Caleb Laurence | Registered representative | Feb 2026 (0y) | ||
| John Paul Sandels | Registered representative | Feb 2026 (0y) | ||
| Jason Joel Gossard | Registered representative | Chartered Financial Consultant | Feb 2026 (0y) | |
| Christopher Gartner | Registered representative | Feb 2026 (0y) | ||
| Adam Wade Weibel | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Mitchell Ross King | Registered representative | Mar 2026 (0y) | ||
| Michael Goodyear | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Mark J Wolff | Registered representative | Apr 2026 (0y) | ||
| Rebecca Layton | Registered representative | Apr 2026 (0y) | ||
| Derek Matthew Anding | Registered representative | Apr 2026 (0y) | ||
| Eliott Milakovich | Registered representative | Apr 2026 (0y) | ||
| Carmine Stimmel Yankowski | Registered representative | Apr 2026 (0y) | ||
| Bradley Debner | Registered representative | May 2026 (0y) | ||
| Tyler Babkiewich | Registered representative | May 2026 (0y) | ||
| Matthew Thomas Boswell | Registered representative | Jun 2026 (0y) | ||
| Dustin Lee Hayden | Registered representative | Jun 2026 (0y) | ||
| Christopher John Madsen | Registered representative | Jun 2026 (0y) | ||
| Jessi Linn Doke | Registered representative | Jun 2026 (0y) | ||
| Paul Evan Soderlund | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Jonathan Taylor Horacek | Registered representative | Jul 2026 (0y) | ||
| Sheryl Curtis | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fbl Financial Group, Inc. | Owner | Jan 2018 | A | 75% or more |
| Farm Bureau Multi State Services, Inc. | Owner | May 2021 | B | ≈ 14.06% – 50% via Farm Bureau Property & Casualty Insurance Company |
| Farm Bureau Mutual Holding Company | Owner | May 2021 | B | ≈ 10.55% – 50% via Farm Bureau Multi State Services, Inc. |
| Iowa Farm Bureau Federation | Owner | Jun 1970 | B | ≈ 37.5% – 75% via Fbl Financial Group, Inc. |
| Farm Bureau Property & Casualty Insurance Company | Owner | May 2021 | B | ≈ 18.75% – 50% via Fbl Financial Group, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Farm Bureau Multi State Services, Inc.: 75% – 100% of Farm Bureau Property & Casualty Insurance Company × 25% – 50% of Fbl Financial Group, Inc. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Farm Bureau Mutual Holding Company: 75% – 100% of Farm Bureau Multi State Services, Inc. × 75% – 100% of Farm Bureau Property & Casualty Insurance Company × 25% – 50% of Fbl Financial Group, Inc. × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Iowa Farm Bureau Federation: 50% – 75% of Fbl Financial Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Farm Bureau Property & Casualty Insurance Company: 25% – 50% of Fbl Financial Group, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD-PARTY MANAGEMENT FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗