JN
Jared D. Nelson
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 3099473
JN
Professional summary
Jared Donald Nelson is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Spring Green, Wisconsin.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jared has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 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) MT. HOREB FIRE DEPARTMENT, 120 S 1ST ST, MT. HOREB, WI, VOLUNTEER FIREFIGHTER, AMBULANCE DRIVER, VOLUNTEER FIREFIGHTER, AMBULANCE DRIVER,START DATE: 6/1/09 (1/1/11 PAY DATE START), APPROX. 20 HOURS MONTH: 20 HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS, A VOLUNTEER FIREFIGHTER AND AMBULANCE DRIVER FOR THE MT. HOREB FIRE DEPARTMENT. 2) Forgotten Coastal Properties, LLC; Not Investment Related; 208 Glenview Rd, Mt. Horeb, WI 53572; Spouse of LLC Owner; Start Date 09/01/2021; 0 Hours/MO; 0 Hours during trading; None. 2) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; RURAL MUTUAL INSURANCE COMPANY AND AFFILIATES; MADISON WI; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 05/18/2011; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS 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. 4) Nelson Insurance Services and Risk Management Inc; Not investment related; 211 W Main St, Mt Horeb, WI; President; Compensated, Entity formed for tax purposes only; 06-01-2018; 160 hrs/mo; 6.5 hrs/mo during trading hours; Sell & service property casualty insurance. 5) Jared Nelson Agency; Not Investment Related; 211 W. Main St. MT. Horeb, WI 53572; Start Date: 6-24-2021; 0 Hours/MO; 0 Hours during trading. 6) Rental Property; Not investment related; 327 W Main St, Mt Horeb, WI 53572; Property Owner; 02/24/2023; 0 hrs/mo; 0 hrs during trading; I purchased this property personally - will move my business there and pay myself rent.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Donald Nelson'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
August 20, 2018 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
May 31, 2011 - Present
FBL MARKETING SERVICES, LLC
Office #1: 150 E Jefferson Box 906, Spring Green, WI 53588Office #2: 327 W Main Street, Mt Horeb, WI 53572BD
CRD#: 5309
Spring Green, WI
Past
July 20, 2011 - August 17, 2018
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
RIA
CRD#: 5308
WEST DES MOINES, IA
Past
February 17, 2011 - May 16, 2011
COORDINATED CAPITAL SECURITIES, INC.
BD
CRD#: 14762
MT HOREB, WI
Past
May 23, 2008 - February 17, 2011
HARBOUR INVESTMENTS, INC.
BD
CRD#: 19258
MOUNT HOREB, WI
Past
September 6, 2007 - May 28, 2008
EDWARD JONES
RIA
CRD#: 250
CROSS PLAINS, WI
Past
December 18, 2006 - May 28, 2008
EDWARD JONES
BD
CRD#: 250
CROSS PLAINS, WI
Past
May 13, 2003 - December 31, 2004
SENTRY EQUITY SERVICES, INC.
BD
CRD#: 5069
STEVENS POINT, WI
Past
August 27, 1998 - April 30, 2003
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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
Wisconsin(5/31/2011)
IAR
Wisconsin(8/20/2018)
Exams
State Security Law Exam
State Security Law Exam
State Security Law 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
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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)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,654,949 |
Red Flags
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Company Information
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396West Des Moines, IA 50266TRUST BUT VERIFY
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