linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Michael Avery

FBL Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Michael Avery

Brandon Avery is an investment advisor representative with FBL Wealth Management, LLC based in West Des Moines, Iowa. Brandon has been in the industry since 2011 and holds Series 6, 7, 63 and 66 licenses. Brandon has been licensed as an insurance agent since 2010 and offers insurance services through Farm Bureau Life and Farm Bureau Property and Casualty and their affiliates.

Firm Information

Brandon Avery 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Third-party management fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Avery’s Registration & Firm History

IA

06/26/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

Not sure if Brandon Michael Avery is right for you?

Licenses & Designations

BOTH

Issued 06/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandon Michael Avery. Review regulatory record here.
Not sure if Brandon Michael Avery is right for you?