PH
Peter Henderson
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 7214490
PH
Professional summary
Peter Henderson is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Jackson, Wyoming.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Peter has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 AND AFFILIATES; WEST DES MOINES IA; MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY AND AFFILIATES; LARAMIE WY; INSURANCE NOT INVESTMENT RELATED; SALES ASSOCIATE SINCE 01/03/2020; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) Strumbucket (Band); Not Investment Related; Jackson, WY; Drummer; Start Date 2016; 60 Hours/MO; 0 Hours during trading; Drummer. 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 FBLWM 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. 4) Hoback Sports; Not Investment Related; 520 W Broadway, Jackson, WY 83001; Retail Sales; Compensated; Start 12/20/22; 10 HR/MO; 0 HR during trading; Additional retail and sales help at the store. 5) Jackson Hole Lacrosse; Not Investment Related; 3580 S Park Dr, Jackson, WY 83001; Coach; Compensated; Start April 2023; 15 HR/MO; 0 HR during trading; Coach 3rd & 4th grade boys the game of lacrosse. 6) Doug Wall LLC; Not Investment Related; 1 Loco Pl, Daniel, WY; Member/owner of LLC; Rental Property; Start 10/01/2024; 2 HR/MO; 0 HR during trading; Manage an investment property.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Henderson's 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®
NoneExperience
Current
November 15, 2021 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
August 19, 2020 - Present
FBL MARKETING SERVICES, LLC
Office #1: 1180 S Hwy 89, Jackson, WY 83002BD
CRD#: 5309
Jackson, WY
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
Wyoming(9/15/2020)
IAR
Wyoming(11/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 8/19/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product 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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 8,654,949 |
Red Flags
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Company Information
FBL WEALTH MANAGEMENT, LLC
CRD#: 291396West Des Moines, IA 50266TRUST BUT VERIFY
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