Unclaimed
Benjamin Houdek is an investment advisor representative who has been in the industry since April 24, 2022. Benjamin is registered with FBL Wealth Management, LLC. Benjamin is also registered with the state of North Dakota as both a securities agent and an investment advisor representative.
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
01/12/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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