Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Herman is a financial advisor at FBL Wealth Management, LLC with over 8 years of experience in the financial services industry. Jack specializes in helping individuals and families reach their financial goals. Jack provides a wide range of financial planning services, including retirement planning, college savings planning, and investment management. Jack is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Financial Planning Association. Jack is committed to providing clients with personalized financial advice and support.
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
08/23/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
NE
11/09/2021 - 07/23/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
01/17/2017 - 09/13/2021
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
NE
08/24/2015 - 09/15/2016
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
IA
Issued 10/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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