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Jacob Moffett is a registered investment advisor representative with FBL Wealth Management, LLC. Jacob has been in the financial services industry since June 2024. Jacob holds a Series 66 license. Jacob has worked as an insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. Jacob also holds a Series 66 license.
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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IA
02/13/2025 - Present
FBL Wealth Management, LLC (West Des Moines IA)
Active
Inactive
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