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JM

Jess T. Meekma

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 4009478
JM
Jess Tyler MeekmaFBL WEALTH MANAGEMENT

Professional summary


Jess Tyler Meekma is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Johnston, Iowa.

Jess is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jess has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 6, Series 7 and Series 26 exams.

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 Jess Tyler Meekma'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 18, 2025 - Present

FBL WEALTH MANAGEMENT, LLC

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

February 9, 2016 - Present

FBL MARKETING SERVICES, LLC

Office #1: 5525 Merle Hay Rd, Ste 265, Johnston, IA 50131
BD
CRD#: 5309
Johnston, IA
Past

June 1, 2010 - August 8, 2013

FIRST NATIONAL CAPITAL MARKETS

RIA
CRD#: 115920
OMAHA, NE
Past

June 1, 2010 - August 8, 2013

FIRST NATIONAL CAPITAL MARKETS

BD
CRD#: 115920
OMAHA, NE
Past

May 11, 2010 - June 2, 2010

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
OMAHA, NE
Past

April 16, 2010 - June 2, 2010

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
OMAHA, NE
Past

February 28, 2000 - April 2, 2007

NYLIFE SECURITIES LLC

BD
CRD#: 5167
OMAHA, NE

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
Alabama
(11/11/2024)
RR
Arizona
(4/24/2019)
RR
Colorado
(2/11/2021)
RR
Florida
(11/15/2021)
RR
Illinois
(2/11/2021)
IAR
Illinois
(6/11/2026)
RR
Indiana
(6/9/2021)
RR
Iowa
(2/22/2016)
IAR
Iowa
(3/18/2025)
RR
Kansas
(6/11/2026)
IAR
Kansas
(6/11/2026)
RR
Michigan
(2/11/2021)
RR
Minnesota
(2/11/2021)
RR
Missouri
(2/11/2021)
RR
Nebraska
(2/11/2021)
IAR
Nebraska
(6/11/2026)
RR
Ohio
(2/11/2021)
RR
Pennsylvania
(5/17/2021)
RR
Virginia
(9/7/2023)
RR
Wyoming
(9/15/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2025
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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