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Colin Newell
FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
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CRD#: 7669180
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Professional summary
Colin Newell is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Madrid, Iowa.
Colin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Colin has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO 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) Volunteer Football Coaching Ankeny High School; Not Investment Related; Address Ankeny High School; Volunteer o line coach; Compensated, Volunteer, Coaching/Officiating; Start Aug 1 2023; 10 HR/WK; 0 HR during trading; Volunteer for camps (paid - was unaware of getting paid). 2) The Newell Agency, INC; Not Investment Related; 4325 NE 15th st, Ankeny, IA, 50021, United States; S-corp for insurance; Director; Start 7/1/2024,160 hours per month;160 hours per month during trading hours; Salary Compensation; Owner. 3) LEARFIELD MEDIA; Not Investment Related; 2400 Dallas Parkway, Suite 500, , Plano, TX, 75093, United States; Leerfield; RADIO; Start 8/31/2024; 4 hours per month; 0 hours per month during trading hours; Other Compensation; Paid per show. 4) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Colin Newell'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
May 21, 2025 - Present
FBL WEALTH MANAGEMENT, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266RIA
CRD#: 291396
West Des Moines, IA
Current
February 27, 2023 - Present
FBL MARKETING SERVICES, LLC
Office #1: 407 Annex Rd, Madrid, IA 50156BD
CRD#: 5309
Madrid, IA
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
Iowa(6/30/2023)
IAR
Iowa(5/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/27/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 2/25/2023
General Securities 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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