ZJ
Zachary J. Jacobsen
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 3061939
ZJ
Professional summary
Zachary John Jacobsen, who also goes by Zach John Jacobsen, Zack John Jacobsen, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Laramie, Wyoming.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Zachary has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zach John Jacobsen | Zack John Jacobsen
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)FARM BUREAU LIFE AND AFFILIATES, WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES, LARAMIE WY, INSURANCE NOT INVESTMENT RELATED, INSURANCE AGENT SINCE 08/20/2010. Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) 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. 3) Albany County Service Center LLC; Not Investment Related; 1275 N 15th St Suite 121 Laramie WY 82072; Member; LLC formed for the purpose of employing office help; Start 1/1/2013; NA HR/MO; NA HR during trading; None. 4) ZJ Insurance, LLC; Not Investment Related; 1158 Hidalgo Dr Laramie, WY 82072; Sole Member; Tax purpose; Start 1/1/2013; 0 HR/MO; 0 HR during trading; Pay expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary John Jacobsen's 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®
NoneExperience
Current
June 3, 2019 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
November 23, 2010 - Present
FBL MARKETING SERVICES, LLC
Office #1: 1267 N 15th Ste 123, Laramie, WY 82072BD
CRD#: 5309
Laramie, WY
Past
February 7, 2001 - June 22, 2004
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
November 20, 1998 - February 7, 2001
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
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(10/30/2014)
RR
Colorado(2/8/2011)
RR
Kansas(3/9/2016)
RR
Oklahoma(4/13/2011)
RR
Wyoming(1/31/2011)
IAR
Wyoming(6/3/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/4/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See 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 (45 States and Territories)
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.
Company Information
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396West Des Moines, IA 50266TRUST BUT VERIFY
Monitor Zachary Jacobsen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
