Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Knudson is an investment advisor representative registered with FBL Wealth Management, LLC. Cary has been in the industry since 2003 and is currently licensed in Arizona, Minnesota, Montana, North Dakota and Texas. Cary has a diverse background, having previously worked for Thrivent Investment Management Inc. and Farm Bureau Financial Services. In addition to investment advisory services, Cary provides financial planning services.
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
06/25/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
MN
01/20/2003 - 02/20/2014
THRIVENT INVESTMENT MANAGEMENT INC. (FERGUS FALLS MN)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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