Sheryl Curtis

FBL WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 5824832

Professional summary

Sheryl Curtis, who also goes by Sheryl J Curtis, Sheryl Jaffe Curtis, Sheryl Curtis, Sheryl Lynn Jaffe, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Albuquerque, New Mexico.

Sheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Sheryl has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Sheryl J Curtis | Sheryl Jaffe Curtis | Sheryl Curtis | Sheryl Lynn Jaffe

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 Sheryl Curtis'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

July 8, 2026 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

RIA

CRD#: 291396

West Des Moines, IA

Current

June 29, 2026 - Present

FBL MARKETING SERVICES, LLC

Office #1: 3109 Carlisle Blvd Ne, Albuquerque, NM 87110

CRD#: 5309

ALBUQUERQUE, NM

Past

September 12, 2023 - May 12, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Albuquerque, NM

Past

September 12, 2023 - May 12, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

Albuquerque, NM

Past

January 4, 2022 - August 9, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Rio Rancho, NM

Past

January 4, 2022 - August 9, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

Rio Rancho, NM

Past

September 23, 2019 - October 25, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ALBUQUERQUE, NM

Past

September 20, 2019 - October 25, 2021

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ALBUQUERQUE, NM

Past

December 16, 2015 - September 20, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALBUQUERQUE, NM

Past

November 6, 2015 - September 20, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALBUQUERQUE, NM

Past

July 31, 2014 - August 5, 2015

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MEMPHIS, TN

Past

July 31, 2014 - August 5, 2015

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MEMPHIS, TN

Past

June 5, 2013 - June 6, 2014

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

LAKEWOOD, NJ

Past

June 5, 2013 - June 6, 2014

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

LAKEWOOD, NJ

Past

September 19, 2012 - May 24, 2013

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

WESTMONT, NJ

Past

September 19, 2012 - May 24, 2013

SANTANDER SECURITIES LLC

CRD#: 41791

WESTMONT, NJ

Past

April 20, 2012 - September 19, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHERRY HILL, NJ

Past

April 20, 2012 - September 19, 2012

LPL FINANCIAL LLC

CRD#: 6413

CHERRY HILL, NJ

Past

October 6, 2010 - April 12, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MT. LAUREL, NJ

Past

September 9, 2010 - April 12, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MT. LAUREL, 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".

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.

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

New Mexico
(6/29/2026)

IAR

New Mexico
(7/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/4/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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 Accounts	1
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.

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Sheryl Curtis

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheryl Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/4/2010

SIE

Date: 10/1/2018

Series 7

Date: 9/8/2010

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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