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Bart H

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Bart Hiner is a financial advisor at FBL Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Since 2020, he has also been affiliated with FBL Marketing Services and FBL Financial Group. FBL Wealth Management serves a diverse client base including high-net-worth individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, relying on third-party portfolio managers and sub-advisers, and provides financial planning and educational resources through a network of Investment Adviser Representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jared N

Series 63, Series 65, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jared Nelson is a financial advisor with FBL Wealth Management, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked with Farm Bureau Financial Services and FBL Marketing Services, accumulating extensive experience since 2011. Outside of his advisory role, Nelson serves as a volunteer firefighter and ambulance driver for the Mt. Horeb Fire Department. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice and uses a combination of third-party discretionary managers and non-discretionary advisory relationships to implement client strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Henry C

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Henry Cautin is an investment adviser representative with FBL Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. He has held various roles, including service positions at golf clubs such as The Estancia Club and Interlachen Country Club. FBL Wealth Management serves a diverse client base, including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients, providing investment management through wrap-fee programs, financial plans, and educational seminars. The firm emphasizes individualized advice and uses third-party sub-advisers or overlay managers for discretionary trading, maintaining primarily non-discretionary advisor-level relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Joseph L

CFP®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Lucas is a CFP® professional with 23 years of industry experience, currently affiliated with FBL Wealth Management, LLC. His career includes roles at Edward Jones and FBL Financial Group. Outside of his advisory work, he is involved in community activities such as coaching and officiating high school sports and participates in agricultural referral services. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party managers, using strategies that combine strategic and tactical asset allocation with value-oriented investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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John M

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

John Massey III is a financial advisor with FBL Wealth Management, LLC, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked at FBL Financial Group since 2024 and was previously with Country Investment Management and Farm Bureau Financial Services. Massey is also involved with FBl Marketing Services, LLC, an investment-related business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial plans, and educational seminars, focusing on individualized, primarily non-discretionary advice implemented via third-party sub-advisers and program arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Travis R

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Travis Rausch is a Series 66 licensed advisor with FBL Wealth Management, LLC in West Des Moines, IA, and has three years of industry experience. He previously worked at Nationwide Mutual Insurance Company for 15 years and has been associated with FBL Financial Group and FBL Marketing Services since 2022. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach, leveraging third-party portfolio managers and RBC-sponsored wrap platforms, and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jon B

ChFC®, Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jon Barton is a financial advisor at FBL Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing and Dewaay Capital Management. His career has been primarily focused within the FBL Financial Group and its affiliates since 2019. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate clients by providing investment management through wrap-fee programs, financial planning, and educational resources. The firm operates mainly on a non-discretionary basis, relying on third-party managers for portfolio decisions, and emphasizes client suitability and education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jared S

ChFC®, Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Jared Spangenberg is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds the ChFC® designation and has 18 years of industry experience. His career includes eight years with Farm Bureau Financial Services, spanning from 2008 to 2018 and continuing since 2018. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized financial advice and employs a mix of strategic and tactical asset allocation, relying on third-party sub-advisers for discretionary management while maintaining primarily non-discretionary advisor-client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Brian F

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Brian Filinger is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds Series 63 and Series 66 licenses and has 29 years of industry experience, working with FBL Marketing Services and Farm Bureau since 1997. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial plans, and educational seminars, emphasizing individualized advice and utilizing third-party sub-advisers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Chad M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Chad Mc Kown is a financial advisor with FBL Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. His career includes previous roles at Revolution Capital, LLC and Thrivent Financial for Lutherans. He is also a licensed insurance agent. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers and utilizes strategic asset allocation and value-oriented investment selections.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Roger R

ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Roger Robinson is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding the ChFC® designation and Series 63 license. He has 17 years of industry experience, including roles at Farm Bureau Financial Services since 2014 and FBL Marketing Services since 2008. FBL Wealth Management serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management through wrap-fee programs and written financial planning. The firm emphasizes a primarily non-discretionary investment approach, utilizing third-party managers and sub-advisers, and provides educational seminars and newsletters as part of its service model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Monte M

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Monte Mc Quigg is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at American National Insurance Company for eight years. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Jacob M

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Jacob Moffett is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining FBL, he worked at The Stimmel Agency (Farm Bureau Financial Services) and has experience selling insurance through Farm Bureau Life and Property and Casualty affiliates. FBL Wealth Management serves a broad range of clients including individuals, high-net-worth, retirement plans, trusts, nonprofits, and corporations, providing investment management through wrap-fee programs, financial planning, and educational seminars. The firm emphasizes individualized advice with a non-discretionary advisor-client relationship model supported by third-party discretionary sub-advisers and maintains connections with the Farm Bureau distribution network.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Heidi P

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Heidi Perez is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior roles include positions at Ascend Technologies, Doextra CRM Solutions, and Mahaney Roofing Company. Outside of her advisory work, she manages land ownership through her personal trust in Benton, Kansas. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by offering investment management primarily through wrap-fee programs and written financial planning. The firm operates mainly on a non-discretionary basis, relying on third-party portfolio managers for day-to-day investment decisions, and provides educational seminars and newsletters as part of its client services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Tyler B

Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Tyler Babkiewich is a financial advisor at FBL Wealth Management, LLC with one year of industry experience. He holds the Series 66 designation and previously served 12 years in the U.S. Navy. FBL Wealth Management provides investment management and financial planning services to individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm emphasizes individualized advice and employs third-party discretionary managers for trade execution while maintaining primarily non-discretionary client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Eric D

CFP®, ChFC®, Series 63

West Des Moines, IA

FBL Wealth Management, LLC

Eric Derr is a CFP® and ChFC® with 35 years of industry experience, currently serving at FBL Wealth Management, LLC. He has been affiliated with FBL Marketing Services and Farm Bureau since 1990. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes non-discretionary investment management through third-party portfolio managers and provides written financial planning along with educational seminars and newsletters.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Joni P

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Joni Pennock is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked within various entities of FBL Financial Group since 2019 and has been involved with FBL Marketing Services, LLC since 2018. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, written financial plans, and educational seminars, emphasizing individualized advice and working with third-party sub-advisers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Joseph Z

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Zenkovich is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has been affiliated with FBL Marketing Services and Farm Bureau since 1997. Outside of his advisory role, he serves as president of Zenkovich Enterprises Ltd., an S-corporation. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm provides investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized, non-discretionary advice implemented via third-party sub-advisers or overlay managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Matthew M

Series 63, Series 66

West Des Moines, IA

FBL Wealth Management, LLC

Matthew Mason is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 23 years of industry experience. His previous roles include positions at Edward Jones, Raymond James Financial Services, and B.O.S.S. Retirement Advisors. Outside of financial advising, he is involved in coaching teams, athletes, and professionals through his own consulting business, ProEdge Consulting LLC, and is a partner in a laundromat business. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized, non-discretionary advice supported by third-party discretionary managers, implementing investment strategies that combine strategic asset allocation with value-oriented selections and fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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Joseph E

Series 63, Series 65

West Des Moines, IA

FBL Wealth Management, LLC

Joseph Evans is a financial advisor at FBL Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Evans Insurance & Asset Management, Ohio National, and The O.N. Equity Sales Company. FBL Wealth Management serves a diverse client base including individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and educational seminars, emphasizing individualized advice and working with third-party managers for discretionary trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Executive Founder/Business Owner
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