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WG

William Garland

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 6583690
WG

Professional summary

William Garland, who also goes by Bill Joseph Garland, William Joseph Garland, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Mesa, Arizona.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. William has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Joseph Garland | William Joseph Garland

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 William Garland'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

April 9, 2020 - Present

FBL WEALTH MANAGEMENT, LLC

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

January 31, 2020 - Present

FBL MARKETING SERVICES, LLC

Office #1: 2812 N Norwalk Ste 117, Mesa, AZ 85215
BD
CRD#: 5309
Mesa, AZ
Past

January 23, 2017 - December 31, 2017

WADDELL & REED

RIA
CRD#: 866
SCOTTSDALE, AZ
Past

January 18, 2017 - December 31, 2017

WADDELL & REED

BD
CRD#: 866
SCOTTSDALE, AZ
Past

May 19, 2016 - January 6, 2017

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
CHANDLER, AZ
Past

March 1, 2016 - January 6, 2017

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CHANDLER, AZ

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
Arizona
(2/7/2020)
IAR
Arizona
(4/10/2020)
IAR
Idaho
(4/9/2020)
RR
Illinois
(5/27/2020)
IAR
Illinois
(4/15/2021)
RR
Iowa
(10/3/2024)
IAR
Iowa
(10/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/20/2016
General Securities Representative Examination
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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