Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Defilippo is an investment advisor representative at FBL Wealth Management, LLC in West Des Moines, IA. Chase has been in the industry since November 2022. Chase holds the Series 63 and 65 licenses. Chase specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Chase is also an insurance agent for Oklahoma Farm Bureau Mutual Insurance Companies.
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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IA
12/05/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
Active
Inactive
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