Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jerry Soukup is a financial advisor with FBL Wealth Management, LLC. James has over 17 years of experience in the financial services industry. James is registered to provide investment advice in Arizona, Florida, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Ohio, and Texas. James holds the Series 63, Series 66, Series 7, and SIE securities licenses. James is also a Certified Financial Planner. FBL Wealth Management, LLC, provides financial planning, investment advisory, and insurance services. FBL Wealth Management, LLC is a registered investment adviser with the Securities and Exchange Commission.
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
12/15/2021 - Present
FBL Wealth Management, LLC (West Des Moines IA)
KS
07/24/2014 - 02/19/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (PITTSBURG KS)
KS
11/28/2012 - 07/16/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OLATHE KS)
FL
08/27/2010 - 06/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MN
07/28/2006 - 08/31/2010
TD AMERITRADE, INC. (ST. PAUL MN)
MN
09/08/2005 - 04/20/2006
EDWARD JONES (ST. PAUL MN)
BOTH
Issued 08/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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