Derrick Hostert

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CRD#: 6583919

Professional summary

Derrick Hostert was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Derrick Hostert, who also goes by Derrick M Hostert, Derrick Matthew Hostert, was a registered financial professional .

Derrick is a previously registered financial professional and started their career in finance in 2021. Derrick had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Derrick M Hostert | Derrick Matthew Hostert

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) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 05/01/2022; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) Ducks Unlimited; Not investment related; NA; 08/01/2021; Treasury; 5 hrs/mo; 0 hrs during trading; plan and run annual banquet 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND 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 INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 18, 2022 - April 17, 2024

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

July 14, 2022 - April 17, 2024

FBL MARKETING SERVICES, LLC

CRD#: 5309

Omaha, NE

Past

September 16, 2021 - July 3, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

OMAHA, NE

Past

July 9, 2021 - July 3, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/9/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/19/2021

Securities Industry Essentials Examination

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 (45 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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Derrick Hostert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2021

Series 7TO

Date: 7/9/2021

SIE

Date: 5/19/2021

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

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