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Daniel Shurley

FBL Wealth Management, LLC

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About Daniel Shurley

Daniel Shurley is a financial professional with over 20 years of experience in the industry. Daniel is currently registered as an investment advisor representative with FBL Wealth Management, LLC, a firm with a long history of providing financial advice to individuals, families, and businesses. Daniel specializes in financial planning and portfolio management. Daniel has a deep understanding of the financial markets and a commitment to providing personalized service to clients.

Firm Information

Daniel Shurley 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Third-party management fees

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Daniel Shurley’s Registration & Firm History

IA

08/13/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

KS

07/10/2007 - 02/10/2009

FSC SECURITIES CORPORATION (MISSION KS)

KS

04/14/2000 - 06/14/2007

EQUITRUST MARKETING SERVICES, LLC (LENEXA KS)

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Licenses & Designations

BOTH

Issued 08/12/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Shurley. Review regulatory record here.
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