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Jennifer Anne Cretin

FBL Wealth Management, LLC

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About Jennifer Anne Cretin

Jennifer Anne Cretin is a financial advisor with FBL Wealth Management, LLC. Jennifer has over 19 years of experience in the financial services industry. Jennifer holds Series 7, Series 66, and Series 26 securities licenses. Jennifer is a Registered Representative and Investment Advisor Representative in Iowa. Jennifer also holds a Chartered Financial Consultant designation. Jennifer has a diverse background in the financial industry, with experience in investment advisory, financial planning, and insurance. Jennifer is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jennifer Cretin is currently registered with FBL Wealth Management, LLC. FBL Wealth Management, LLC is a wealth management firm based in West Des Moines, Iowa. They offer a variety of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $8.63 million in assets for high-net-worth individuals.
FBL Wealth Management, LLC

5400 UNIVERSITY AVENUE

WEST DES MOINES, IA 50266

$8.63M

Assets Under Management

5,053

Total Clients

167

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party management fees

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Jennifer Cretin’s Registration & Firm History

IA

03/05/2019 - Present

FBL Wealth Management, LLC (West Des Moines IA)

NE

10/11/2005 - 01/26/2006

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MN

05/30/2003 - 10/05/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/30/2003 - 10/05/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/29/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Anne Cretin.
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