PS
Perry E. Shank
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 3207939
PS
Professional summary
Perry Eldon Shank is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Twin Falls, Idaho.
Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Perry has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 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) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; INSURANCE AGENT SINCE 03-01-1999; 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. 2) Farm Bureau Bank - Referral fees. Not investment related. May receive compensation for referrals made to Farm Bureau Bank. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 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 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. 4) Raise & Sell Cattle; Not Investment Related; 2266 E 4195 N Filer, ID 83328; Owner; Start Date 2/20/2018; 10 Hours/MO; 0 Hours during trading; Owner/Operator. 5) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Perry Eldon Shank'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
July 23, 2019 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
May 27, 1999 - Present
FBL MARKETING SERVICES, LLC
Office #1: 706 N College Rd. Suite B, Twin Falls, ID 83301BD
CRD#: 5309
Twin Falls, ID
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
Idaho(5/27/1999)
IAR
Idaho(7/23/2019)
Exams
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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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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