JB
Jodi R. Breheny
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 3111277
JB
Professional summary
Jodi Rae Breheny, who also goes by Jodi Rae Kain, Jodi Rae Winslow, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Des Moines, Iowa.
Jodi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jodi has worked at 3 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE, Series 6, Series 24, Series 51 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jodi Rae Kain | Jodi Rae Winslow
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.
FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 10/19/1998.
CRS (Client Relationship Summary) - RIA
Click below to view Jodi Rae Breheny'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
April 7, 2022 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
October 26, 1998 - Present
FBL MARKETING SERVICES, LLC
Office #1: 215 10th St, Ste 200, Des Moines, IA 50309BD
CRD#: 5309
Des Moines, IA
Past
October 26, 1998 - October 1, 2003
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
BD
CRD#: 5308
WEST 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.
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(2/22/2023)
IAR
Arizona(3/10/2023)
RR
Colorado(2/22/2023)
IAR
Colorado(2/22/2023)
RR
Florida(2/22/2023)
IAR
Florida(3/4/2023)
RR
Illinois(2/22/2023)
IAR
Illinois(2/22/2023)
IAR
Iowa(4/7/2022)
RR
Iowa(2/22/2023)
RR
Michigan(2/22/2023)
IAR
Michigan(2/22/2023)
RR
Minnesota(2/22/2023)
IAR
Minnesota(2/22/2023)
RR
Missouri(2/22/2023)
IAR
Missouri(2/22/2023)
RR
Nebraska(2/22/2023)
IAR
Nebraska(2/22/2023)
RR
Oklahoma(5/9/2025)
IAR
Oklahoma(5/12/2025)
RR
Oregon(2/7/2024)
IAR
Oregon(2/8/2024)
RR
South Carolina(2/22/2023)
IAR
South Carolina(2/22/2023)
RR
South Dakota(2/22/2023)
IAR
South Dakota(2/24/2023)
RR
Texas(2/22/2023)
IAR
Texas(2/22/2023)
RR
Utah(2/22/2023)
IAR
Utah(2/23/2023)
RR
Virginia(2/22/2023)
IAR
Virginia(2/22/2023)
RR
Washington(2/22/2023)
IAR
Washington(2/22/2023)
RR
Wisconsin(2/22/2023)
IAR
Wisconsin(2/22/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 4/15/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396 / SEC#: 801-113458
RIA
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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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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
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