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Douglas Lee Holtmeier

FBL Wealth Management, LLC

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About Douglas Lee Holtmeier

Douglas Holtmeier is an investment advisor representative with FBL Wealth Management, LLC. Douglas has been in the financial services industry since September 17, 2001. Douglas has been registered with FBL Wealth Management, LLC since January 29, 2021. Douglas has experience in investment advisory and financial planning services. Prior to joining FBL Wealth Management, LLC, Douglas was a representative with LPL FINANCIAL LLC.

Firm Information

Douglas Holtmeier 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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Douglas Holtmeier’s Registration & Firm History

IA

01/03/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

NE

03/15/2011 - 01/29/2021

LPL FINANCIAL LLC (KEARNEY NE)

NE

05/03/2010 - 02/16/2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KEARNEY NE)

NE

10/31/2005 - 05/05/2010

SAGEPOINT FINANCIAL, INC. (KEARNEY NE)

AZ

10/10/2003 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MN

08/28/2001 - 10/20/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/13/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Douglas Lee Holtmeier. Review regulatory record here.
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