Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Christensen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA. Chad has been in the financial services industry since 2001 and has held previous positions with Nationwide Investment Services Corporation and Investacorp, Inc. Chad is licensed to provide investment advice in Arizona, Colorado, Florida, Nebraska, Oklahoma, South Dakota and Texas. Chad has a broad range of expertise in financial planning, retirement planning, college savings, and insurance.
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
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2
IA
05/15/2020 - Present
FBL Wealth Management, LLC (West Des Moines IA)
OH
09/30/2003 - 05/03/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
04/16/2001 - 09/05/2003
INVESTACORP, INC. (MIAMI FL)
IA
Issued 04/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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