Unclaimed
Jeanine Pendergrass is an investment advisor representative at FBL Wealth Management, LLC. Jeanine has been in the industry since March 2015 and is registered in Montana and North Dakota. Jeanine has earned the Series 6, Series 7TO, Series 63 and Series 65 licenses. Jeanine is a licensed insurance agent with Farm Bureau Life and Affiliates and Mountain West Farm Bureau Mutual Insurance Company and Affiliates. Jeanine also provides financial planning services to clients. Jeanine is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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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2
IA
03/29/2021 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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