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 ActivitiesSells Insurance

Bart is an investment adviser representative at FBL Wealth Management, LLC, providing investment advisory and financial planning services. He also sells insurance through Farm Bureau Life and Affiliates since 2020.

Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
June 2020 - Present · 5 yrs 7 mos
Fbl Wealth Management, LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC.
September 2017 - April 2020 · 2 yrs 7 mos
Ameriprise Financial Services, LLC Broker
September 2017 - April 2020 · 2 yrs 7 mos
Morgan Stanley Broker
June 2009 - August 2017 · 8 yrs 2 mos
Morgan Stanley
June 2009 - August 2017 · 8 yrs 2 mos
Citigroup Global Markets INC.
March 2006 - June 2009 · 3 yrs 3 mos
Citigroup Global Markets INC. Broker
February 2006 - June 2009 · 3 yrs 4 mos
State Registrations8 states
AZCOFLIDNVTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bart Hiner - Financial Advisor | AdvisorDiscover