FBL WEALTH MANAGEMENT, LLC

CRD

291396

SEC file #

801-113458

EIN

—

DBA names

—

Economics

AUM

$9.2M

AUM band

<$25M

AUM trajectory

'22 · $12.0M

'23 · $12.7M

'25 · $8.7M

'26 · $9.2M

'22'26

$12.0M → $9.2M▼ -23%

sec adv history

Client mix

—

Operations

Employees (total)

207

Advisory staff (per ADV)

170

Advisory staff (5-yr trend)

'20 · 80 advisors

'21 · 132 advisors

'22 · 124 advisors

'23 · 158 advisors

'25 · 138 advisors

'26 · 170 advisors

'20'26

80 advisors → 170 advisors▲ +113%

sec adv history

Primary office

WEST DES MOINES IA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

fbfs.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FBL FINANCIAL GROUP, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FBL FINANCIAL GROUP, INC.

ALDRIDGE, ANTHONY, JAMES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FBFS.COM

Rdap Domain Creation Date

1996-11-06T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-11-05T04:00:00Z

Rdap Domain Last Changed

2022-09-06T06:53:36Z

Rdap Nameservers

Authns1.mpls.qwest.netAuthns2.dnvr.qwest.netAuthns3.sttl.qwest.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

People (59)

ANTHONY JAMES ALDRIDGE

5999478

KELLI ANN EDDY

1530810

MATHEW EVERETTE GLEASON

6434929

CLINT JAMES MAY

4129595

JENNIFER LEA MORGAN

2550729

MICHAEL DEAN O'TOOL

2570040

SEIBEL, DONALD, JOSEPH

CHRISTOPHER THOMAS SHRYACK

6140054

2105590

WICKHAM, MARK, D.

NATHAN MICHAEL LEONARDELLI

7892296

4242767

WILLIAM TRAVIS JOHNSON

5579722

CHRISTOPHER DAVID BJERKE

CHRISTOPHER JOHN MAYER

JOSEPH EDWARD ZENKOVICH

2872250

GABRIEL JAMES JORGENSEN

CHRISTOPHER MERRITT TOUSLEY

3231553

CARL WAYNE MCCARTHICK

2645732

WAYNE ANTHONY BURKHART

DAVID CLARENCE MATTHIAS

PHILIP WAYNE HINRICHS

4787338

Raechel Louise McCulley

MICHAEL VINCENT SEXTON

Eric Benjamin Siegfried

JEFFREY SCOTT BRADLEY

Steve Lawrence Raspotnik

Seth Michael Tangeman

JUSTIN KENNETH LEONARD

CHAD ROBERT CHRISTENSEN

BRADLEY MICHAEL STIMMEL