Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodi? Claim Your ProfileJodi Rae Breheny is a Registered Representative with FBL Wealth Management, LLC. Jodi has been in the industry since October 1998. Jodi specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars. Jodi is licensed to provide investment advisory services in 17 states.
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
02/22/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
10/26/1998 - 10/01/2003
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)
BOTH
Issued 06/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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