Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Bixby is a financial professional with over 12 years of experience in the financial services industry. Erin is currently a registered representative of FBL Wealth Management, LLC. Erin has previously worked at Securities Management & Research, Inc. and Berthel, Fisher & Company Financial Services, Inc.. Erin holds Series 7, 24, 52, 53, 63, and 65 licenses. Erin offers a range of services, including investment advisory and financial planning. Erin is also a registered investment adviser representative in 35 states.
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
1
2
IA
06/27/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
02/26/2018 - 06/13/2019
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
02/20/2012 - 06/13/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erin Bixby is the right advisor for you? Invested Better is here to help.
