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Bart Hiner

FBL Wealth Management, LLC

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About Bart Hiner

Bart Hiner is an investment advisor representative at FBL Wealth Management, LLC. Bart has been working in the financial services industry since 2006 and holds the Series 7, Series 31, and Series 63 licenses. Bart also holds the SIE and Series 65 licenses. Bart's previous experience includes working at Ameriprise Financial Services, LLC and Morgan Stanley. FBL Wealth Management, LLC provides a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and businesses.

Firm Information

Bart Hiner is currently registered with FBL Wealth Management, LLC. FBL Wealth Management, LLC is a wealth management firm based in West Des Moines, Iowa. They offer a variety of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $8.63 million in assets for high-net-worth individuals.
FBL Wealth Management, LLC

5400 UNIVERSITY AVENUE

WEST DES MOINES, IA 50266

$8.63M

Assets Under Management

5,053

Total Clients

167

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party management fees

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Bart Hiner’s Registration & Firm History

IA

07/01/2020 - Present

FBL Wealth Management, LLC (West Des Moines IA)

UT

09/06/2017 - 04/17/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Sandy UT)

UT

06/01/2009 - 08/14/2017

MORGAN STANLEY (SALT LAKE CITY UT)

UT

02/09/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 03/06/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 02/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bart Hiner.
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