Mitchell Callen Messner
Professional Summary
Mitchell Callen Messner, who also goes by Mitch Messner, 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. Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Mitchell has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mitchell Callen Messner, Mitch Messner
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PRINCIPAL SECURITIES, INC.
Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FBL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5400 University Avenue, West Des Moines, IA 50266Phone Number
(515) 225-5400# of Employees
207SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$9,240,933Similar Advisors
PRINCIPAL SECURITIES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FBL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(7/22/2020)
(3/11/2024)
(7/15/2024)
(3/11/2024)
(1/29/2016)
(7/11/2024)
(2/14/2023)
(1/10/2020)
(7/15/2024)
(3/11/2024)
(3/11/2024)
(2/16/2026)
(3/11/2024)
(3/11/2024)
(7/15/2024)
(2/27/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2015About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2017About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Callen Messner's CRS (Customer Relationship Summary).
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PRINCIPAL SECURITIES, INC.