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RS

Richard M. Skoglund

Some features on this profile are disabled
CRD#: 2494739
RS

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.

Richard Michael Skoglund, who also goes by Mike Skoglund, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1994. Richard had worked at 7 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mike Skoglund

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 13, 2018 - April 10, 2023

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
West Des Moines, IA
Past

September 13, 2018 - April 10, 2023

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

January 28, 2016 - August 27, 2018

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
WEST DES MOINES, IA
Past

January 11, 2016 - August 27, 2018

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
WEST DES MOINES, IA
Past

July 14, 2014 - December 31, 2015

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WEST DES MOINES, IA
Past

May 16, 2014 - December 31, 2015

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WEST DES MOINES, IA
Past

December 17, 2013 - May 16, 2014

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
WEST DES MOINES, IA
Past

December 17, 2013 - May 16, 2014

FSC SECURITIES CORPORATION

BD
CRD#: 7461
WEST DES MOINES, IA
Past

February 8, 1999 - December 16, 2013

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WEST DES MOINES, IA
Past

September 22, 1994 - December 16, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WEST DES MOINES, IA
Past

June 1, 1994 - August 1, 1994

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA

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".
FW
FBL WEALTH MANAGEMENT, LLC
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/17/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/31/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 4/1/2008
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/30/2002
General Securities Principal Examination

Current Firm

FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA
Registered Investment Advisory firm - (6/18/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1
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.

Company Information

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396

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