Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
191 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M

Fee Structure

FBL Wealth Management's fees are based on the specific program selected. Fees for investment management services through FBL Wealth Management are not detailed in this document. Fees for financial planning services and retirement plan services are mentioned but not detailed. Minimum investment amounts are required, but the specific amount is not disclosed in this section.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

5400 University Ave, West Des Moines, IA, 50266

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barry is the President of Plumbous Zephyr LLC and spends minimal time collecting rent from KBKW Inc. This activity is not investment-related.

Employment History
Current Registrations
Fbl Wealth Management, LLC
December 2022 - Present · 3 yrs 1 mo
Fbl Marketing Services, LLCBroker
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2017 - October 2022 · 5 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2011 - October 2022 · 10 yrs 11 mos
N.I.S. Financial Services, INC.Broker
April 1993 - December 1994 · 1 yr 8 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Barry Waugh - Financial Advisor | AdvisorDiscover