linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Courtney Leigh Cowan gray

FBL Wealth Management, LLC

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

About Courtney Leigh Cowan gray

Courtney Leigh Cowan Gray is an investment advisor representative with FBL Wealth Management, LLC in West Des Moines, Iowa. Courtney has been in the financial services industry since January 2011. Courtney holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Courtney's previous firm was COUNTRY CAPITAL MANAGEMENT COMPANY in Scottsdale, Arizona. In addition to her role at FBL Wealth Management, Courtney is also an insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty.

Firm Information

Courtney Cowan gray 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.

Courtney Cowan gray’s Registration & Firm History

IA

02/26/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

AZ

12/22/2010 - 10/13/2020

COUNTRY CAPITAL MANAGEMENT COMPANY (Scottsdale AZ)

Not sure if Courtney Leigh Cowan gray is right for you?

Licenses & Designations

BOTH

Issued 01/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Leigh Cowan gray.
Not sure if Courtney Leigh Cowan gray is right for you?