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Jeffery P
CFP®, ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Jeffery Picco is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with FBL Wealth Management, LLC and has previously worked at Country Trust Bank, Country Capital Management Company, and Country Companies Insurance Co. 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 by utilizing third-party portfolio managers and provides financial planning through written deliverables and educational resources.
Yana R
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Yana Ross is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior experience with FBL Financial Group, M.Y. Assurance Ventures LLC, Top City Promise Inc, and American Family Insurance. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and utilizes third-party sub-advisers or overlay managers for discretionary trading, offering services through program arrangements and educational seminars.
Jason G
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Jason Gossard is a financial advisor at FBL Wealth Management, LLC with 14 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term involvement with FBL Marketing Services, LLC and FBL Financial Group since 2011. 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 advice and primarily using non-discretionary client relationships supported by third-party discretionary managers.
Christopher G
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Christopher Gartner is a financial advisor at FBL Wealth Management, LLC in West Des Moines, IA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at FBL Marketing Services, FBL Financial Group, and Richland Federal Credit Union. FBL Wealth Management serves a diverse client base that includes individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients. The firm provides investment management through wrap-fee programs, financial planning, and retirement-plan services, emphasizing individualized advice and relying on third-party managers for discretionary trading.
John M
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
John Magnuson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at FBL Financial Group and Farmers Insurance, where he worked from 2018 to 2022, and ten years at Green Dot Corp prior to that. 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 implemented through third-party managers and offers investment management via wrap-fee programs, financial plans, and educational seminars.
Brad B
ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Brad Bosh is a financial advisor at FBL Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® and Series 63 designations. His work history includes roles at FBL Financial Group and FBL Marketing Services. He also receives referral fees from Farm Bureau Bank. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities through investment management, financial planning, and educational seminars. The firm primarily uses third-party portfolio managers and operates a mainly non-discretionary model.
Ryan B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Ryan Burden is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. He has worked at Farm Bureau Financial Services and FBL Marketing Services since 2014. Outside of advisory work, he operates The Ryan Burden Agency, Inc., which focuses on insurance sales. 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, utilizing third-party portfolio managers and sub-advisers, and provides financial planning as a written service without direct ongoing portfolio management unless separately engaged.
Mick P
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Mick Poulsen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been affiliated with Equitrust Marketing Services LLC and Farm Bureau since 2011. Outside of his advisory role, Poulsen is involved in farming and ranching, growing and selling pumpkins on a small scale. 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, utilizing third-party portfolio managers and RBC-sponsored wrap platforms, and provides financial planning as a written deliverable.
Alex B
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Alex Bear is a Series 66-licensed financial advisor with FBL Wealth Management, LLC in West Des Moines, Iowa, and has two years of industry experience. Prior to joining FBL Wealth Management, he held roles at FBL Marketing Services, FBL Financial Group, Sisecam Wyoming, Strata Worldwide, Intel Labs, and serves as an officer and platoon trainer with the Army National Guard. Outside of advising, he owns and operates a radon mitigation and measurement business on weekends. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and sub-advisers for discretionary trading and provides written financial planning along with educational seminars and newsletters.
Ryan H
CFP®, ChFC®, Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Ryan Harklau is a CFP® and ChFC® with 22 years of experience in financial advisory roles. He is currently with FBL Wealth Management, LLC and has previously worked with FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory role, he works as a radio reporter for Learfield Sports. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm emphasizes individualized advice and uses third-party sub-advisers for discretionary management while offering investment management through wrap-fee programs, financial planning, and educational seminars.
Patrick K
CFP®, ChFC®, Series 63
West Des Moines, IA
FBL Wealth Management, LLC
Patrick Kessel is a CFP® and ChFC® with 22 years of experience, currently serving as an investment adviser representative at FBL Wealth Management, LLC. He has been affiliated with Farm Bureau and FBL Marketing Services since 2003. Outside of advisory work, he is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves individual investors, retirement plans, trusts, charitable organizations, and corporate entities by providing investment management primarily through third-party portfolio managers and written financial planning. The firm operates mainly on a non-discretionary basis and offers educational seminars and newsletters as part of its client services.
Dane S
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Dane Stahl is an investment adviser representative at FBL Wealth Management, LLC, holding a Series 66 credential with less than one year of industry experience. His prior work includes roles at FBL Financial Group and insurance sales with Farm Bureau Life and Property and Casualty. 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 financial planning as a written service separate from ongoing portfolio management.
Mitchell K
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Mitchell King is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior roles include positions at FBL Marketing Services, LLC and FBL Financial Group, as well as involvement in property management with KMB Property Management / K&K Holdings. FBL Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, nonprofits, and corporations. The firm focuses on individualized, non-discretionary advice and employs third-party sub-advisers or overlay managers for discretionary trading, offering a range of investment management services and educational seminars.
Shanna B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Shanna Black is an investment adviser representative with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has been affiliated with FBL Financial Group since 2019 and previously worked for the San Juan School District from 2015 to 2019. Outside of her advisory role, she owns Shanna Black Insurance Inc. and is involved in insurance sales and site inspections. FBL Wealth Management serves a diverse range of clients 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 alongside educational resources.
Daniel S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Daniel Shurley is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with FBL Financial Group since 2024 and previously spent ten years with Farm Bureau Financial Services. Shurley is also involved with FBL Marketing Services. 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, relying on third-party portfolio managers and offering written financial planning, educational seminars, and newsletters.
Lauren S
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Lauren Stelting is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including her ongoing role at Farm Bureau Financial Services since 2015. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily uses third-party portfolio managers and RBC-sponsored wrap platforms for investment management, providing written financial planning and educational resources within a mostly non-discretionary advisory structure.
Perry S
Series 63, Series 65
West Des Moines, IA
FBL Wealth Management, LLC
Perry Shank is an Investment Adviser Representative at FBL Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with FBL Marketing Services and Farm Bureau Insurance Company since 1999. Outside of his advisory role, he owns and operates a cattle raising business in Idaho. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm primarily offers non-discretionary investment management through third-party portfolio managers and provides written financial planning, educational seminars, and newsletters.
Jeff Z
Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Jeff Zelenovich is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. He holds a Series 66 credential and has one year of industry experience. Prior to joining FBL Wealth Management and affiliated firms, he worked at Catalyst RCM and held roles with Luther Care Services and Wellmark Blue Cross Blue Shield. Outside of his advisory role, he is president of The Zelenovich Agency, Inc. FBL Wealth Management serves individual, high-net-worth, retirement plan, trust, nonprofit, and corporate clients through investment management programs, financial planning, and educational seminars. The firm emphasizes individualized advice without discretionary trading authority, instead utilizing third-party sub-advisers and overlay managers for portfolio management.
Luke B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Luke Bauer is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked with FBL Marketing Services and Farm Bureau Financial Services since 2015. Outside of advising, he is involved in managing entities formed for tax purposes, including Bauer Power, LLC, and Bauer Agency Inc. 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 advice while using third-party sub-advisers and overlay managers for discretionary account management.
Evan B
Series 63, Series 66
West Des Moines, IA
FBL Wealth Management, LLC
Evan Bisson is a financial advisor with FBL Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at BancWest Investment Services, Bank of the West, Farm Bureau, and FBL Financial Group. He is also a full-time insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, and corporate entities. The firm primarily uses third-party portfolio managers and a non-discretionary investment approach, providing financial planning and investment management through wrap-fee programs and educational resources.
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