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CH

Corey A. Hodges

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 4657402
CH

Professional summary


Corey A Hodges, ChFC®, CLU®, who also goes by Corey Allen Hodges, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa.

Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Corey has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Corey Allen Hodges

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. FBL INVESTMENT MANAGEMENT SERVICES, INC. INVESTMENT RELATED. 5400 UNIVERSITY AVE, WEST DES MOINES, IA 50266. 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 FINANCIAL PLANNING SERVICES TO CUSTOMERS. FEE BASED, HOURLY RATE. 2. FARM BUREAU LIFE AND AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WDM IA; SELLING INSURANCE; 01-01-2023.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Corey A Hodges'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®
ChFC®

Experience


Current

March 22, 2019 - Present

FBL WEALTH MANAGEMENT, LLC

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

December 2, 2016 - Present

FBL MARKETING SERVICES, LLC

Office #1: 4401 Westown Pkwy, Ste 104, West Des Moines, IA 50266
BD
CRD#: 5309
West Des Moines, IA
Past

January 3, 2017 - February 8, 2019

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

RIA
CRD#: 5308
West Des Moines, IA
Past

April 13, 2005 - July 27, 2007

COUNTRY TRUST BANK

RIA
CRD#: 109487
NORTH MANKATO, MN
Past

August 11, 2003 - November 7, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
FRANKLIN, TN

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
(3/11/2025)
IAR
Alabama
(3/11/2025)
RR
Arizona
(7/25/2023)
IAR
Arizona
(8/1/2023)
RR
Florida
(7/21/2020)
IAR
Florida
(3/19/2021)
RR
Iowa
(12/2/2016)
IAR
Iowa
(3/22/2019)
RR
Kansas
(10/23/2020)
IAR
Kansas
(10/23/2020)
RR
Minnesota
(8/18/2020)
IAR
Minnesota
(8/18/2020)
RR
Missouri
(3/11/2025)
IAR
Missouri
(3/11/2025)
RR
Nebraska
(10/18/2019)
IAR
Nebraska
(8/3/2020)
RR
New Mexico
(7/21/2020)
IAR
New Mexico
(7/21/2020)
RR
Oklahoma
(6/20/2025)
IAR
Oklahoma
(6/20/2025)
RR
Texas
(11/22/2019)
IAR
Texas
(11/22/2019)
RR
Washington
(10/30/2025)
IAR
Washington
(10/30/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/14/2020
General Securities Representative Examination
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 (45 States and Territories)


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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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