Unclaimed
Daniel Hummel is an investment advisor representative at FBL Wealth Management, LLC with over 10 years of experience in the financial services industry. Daniel is registered with the state of Iowa and Minnesota as an investment advisor representative. Daniel has passed the Series 6, 7TO, 63, and 65 exams. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Daniel is also a licensed insurance agent and provides insurance services through Farm Bureau Life and Farm Bureau Property and Casualty. Daniel is committed to helping clients achieve their financial goals.
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
08/13/2018 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
Issued 08/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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