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AW

Adam W. Weibel

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 2740840
AW

Professional summary

Adam Wade Weibel is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Sandy, Utah.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Adam has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Wade Weibel'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®
None

Experience

Current

March 13, 2026 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266
RIA
CRD#: 291396
West Des Moines, IA
Current

February 13, 2026 - Present

FBL MARKETING SERVICES, LLC

Office #1: 9865 S State St, Sandy, UT 84070
BD
CRD#: 5309
Sandy, UT
Past

March 28, 2025 - February 9, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Farmington, UT
Past

March 28, 2025 - February 9, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
Farmington, UT
Past

July 12, 2019 - July 5, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Cottonwood Heights, UT
Past

July 10, 2019 - July 5, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Cottonwood Heights, UT
Past

March 14, 2014 - June 14, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
SCOTTSDALE, AZ
Past

March 14, 2014 - June 14, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
SCOTTSDALE, AZ
Past

February 25, 2014 - June 14, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
SCOTTSDALE, AZ
Past

May 4, 2011 - February 20, 2014

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
PHOENIX, AZ
Past

December 17, 2010 - February 20, 2014

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
PHOENIX, AZ
Past

August 12, 2010 - December 2, 2010

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
AURORA, CO
Past

February 3, 2010 - June 17, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
DENVER, CO
Past

August 24, 2009 - October 8, 2009

FORTA FINANCIAL GROUP, INC.

BD
CRD#: 28784
GREENWOOD VILLAGE, CO
Past

December 19, 2006 - August 25, 2009

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
DENVER, CO
Past

May 17, 2005 - March 27, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 17, 2005 - August 8, 2006

OSAIC FA, INC.

BD
CRD#: 3978
PHOENIX, AZ
Past

February 13, 1998 - October 18, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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.

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

RR
Arizona
(3/12/2026)
IAR
Arizona
(4/3/2026)
RR
Utah
(2/13/2026)
IAR
Utah
(3/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/17/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/2/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 8/29/2008
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/7/2007
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

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)
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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 (44 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 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#: 291396West Des Moines, IA 50266

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