Timothy A. Stiles
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy Alan Stiles, CFP® was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 1988. Timothy had 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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1993
Experience
February 11, 2019 - December 9, 2025
FBL WEALTH MANAGEMENT, LLC
December 16, 2008 - February 8, 2019
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
July 31, 2001 - December 9, 2025
FBL MARKETING SERVICES, LLC
November 29, 2000 - July 11, 2001
THE O.N. EQUITY SALES COMPANY
July 30, 1999 - November 22, 2000
USALLIANZ SECURITIES, INC.
January 11, 1996 - August 31, 1999
WMA SECURITIES, INC.
June 7, 1994 - December 31, 1995
WOODBURY FINANCIAL SERVICES, INC.
January 29, 1988 - May 24, 1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Primary Firm SEC Registration
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/5/2019
General Securities Representative ExaminationCurrent Firm
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,654,949 |
Red Flags
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