Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph W. Lucas is a financial advisor at FBL Wealth Management, LLC, a firm based in West Des Moines, IA. Joseph has been in the financial services industry since January 4, 2003, and is registered in Colorado, Indiana, Iowa, Kansas, Missouri, Nebraska, and South Dakota. Joseph holds the Series 6, 7, 63, and 66 securities licenses. Joseph is also a Certified Financial Planner (CFP®). The advisor provides investment advisory and financial planning services to individuals and businesses. The services are offered on a fee-based, hourly rate basis. The firm's main office is located at 5400 University Ave, West Des Moines, IA 50266. Joseph is affiliated with FBL Wealth Management, LLC.
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
05/30/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
09/19/2014 - 01/28/2020
EDWARD JONES (CLARINDA IA)
IA
01/02/2003 - 09/16/2014
FBL MARKETING SERVICES, LLC (BEDFORD IA)
BOTH
Issued 11/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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