Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party management fees
1
2
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)
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
Active
Inactive
F
FINRA
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