Timothy A. Stiles

FBL WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 1782081

Professional summary

Timothy Alan Stiles, CFP® is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Timothy has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 6, Series 24, Series 51 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 2. FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA, INSURANCE; 1/1/2018; FULL TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Alan Stiles's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

February 11, 2019 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

RIA

CRD#: 291396

West Des Moines, IA

Current

July 31, 2001 - Present

FBL MARKETING SERVICES, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

CRD#: 5309

West Des Moines, IA

Past

December 16, 2008 - February 8, 2019

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

RIA

CRD#: 5308

WEST DES MOINES, IA

Past

November 29, 2000 - July 11, 2001

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

July 30, 1999 - November 22, 2000

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

January 11, 1996 - August 31, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

June 7, 1994 - December 31, 1995

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

January 29, 1988 - May 24, 1994

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Iowa
(7/31/2001)

IAR

Iowa
(2/11/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/6/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/5/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/17/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/17/2019

General Securities Principal Examination

Principal/Supervisory Exam

Series 51

Date: 2/23/2016

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 10/8/1996

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 225-5400

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 8,654,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Timothy A. Stiles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Alan Stiles's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

THE O.N. EQUITY SALES COMPANY

USALLIANZ SECURITIES, INC.

WMA SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/1991

Series 7TO

Date: 3/5/2019

SIE

Date: 10/1/2018

Series 6

Date: 12/17/1987

Series 24

Date: 6/17/2019

Series 51

Date: 2/23/2016

Series 26

Date: 10/8/1996

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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