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RB

Robert F. Bissen

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 7546449
RB

Professional summary


Robert Francis Bissen, who also goes by Robert Bissen, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Wichita, Kansas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert Bissen

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.
FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 05/01/2025; 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. 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) - RIA


Click below to view Robert Francis Bissen'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

August 21, 2025 - Present

FBL WEALTH MANAGEMENT, LLC

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

August 18, 2025 - Present

FBL MARKETING SERVICES, LLC

Office #1: 9111 East Douglas Ave Suite 250, Wichita, KS 67207
BD
CRD#: 5309
Wichita, KS
Past

March 7, 2024 - July 21, 2025

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
BOCA RATON, FL
Past

January 8, 2024 - July 21, 2025

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BOCA RATON, FL
Past

December 5, 2022 - January 30, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PALM BEACH GARDENS, FL

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
Kansas
(8/18/2025)
IAR
Kansas
(8/21/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/21/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/2/2022
General Securities Representative Examination
General 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)
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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)


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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