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Dean Merlin Neuharth

FBL Wealth Management, LLC

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About Dean Merlin Neuharth

Dean Merlin Neuharth is an investment advisor representative at FBL Wealth Management, LLC. Dean has been in the financial industry since 1995 and has a broad range of experience working with clients of various types, including individuals, corporations and charitable organizations. Dean is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 24, Series 63 and Series 65 licenses. He is also registered with the State of Iowa and 37 other states to provide investment advisory services. Dean's primary focus is on financial planning. He offers a range of services including portfolio management, educational seminars and selection of other advisors.

Firm Information

Dean Neuharth 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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Dean Neuharth’s Registration & Firm History

IA

10/30/2023 - Present

FBL Wealth Management, LLC (WEST DES MOINES IA)

MN

09/21/2012 - 08/07/2019

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

11/19/2010 - 08/29/2012

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

IL

07/02/2008 - 11/20/2010

METLIFE SECURITIES INC. (DOWNERS GROVE IL)

IL

04/26/2006 - 07/16/2007

INVESTMENT CENTERS OF AMERICA, INC. (ELBURN IL)

MA

07/19/2002 - 09/24/2004

MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

CA

04/12/2001 - 03/06/2002

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

CT

06/02/1999 - 03/27/2001

MANULIFE WOOD LOGAN, INC. (STAMFORD CT)

MN

07/13/1998 - 03/05/1999

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

03/04/1997 - 05/13/1998

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

WI

06/05/1995 - 03/05/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

MN

03/20/1992 - 06/01/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/1992 - 06/01/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/15/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Merlin Neuharth.
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