Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Nelson is an investment advisor representative for FBL Wealth Management, LLC, with over 20 years of experience in the financial services industry. Jared holds the Series 7, Series 63, Series 65, and Series 66 licenses. Jared is a registered investment advisor in Wisconsin and is also licensed to sell insurance. Jared provides financial planning and investment advisory services to individuals, families, businesses, and charitable organizations. Jared is a volunteer firefighter and ambulance driver for the Mt. Horeb Fire Department.
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
08/20/2018 - Present
FBL Wealth Management, LLC (West Des Moines IA)
WI
02/17/2011 - 05/16/2011
COORDINATED CAPITAL SECURITIES, INC. (MT HOREB WI)
WI
05/23/2008 - 02/17/2011
HARBOUR INVESTMENTS, INC. (MOUNT HOREB WI)
WI
12/18/2006 - 05/28/2008
EDWARD JONES (CROSS PLAINS WI)
WI
05/13/2003 - 12/31/2004
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
NJ
08/27/1998 - 04/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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