Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Weires is a registered investment advisor representative with FBL Wealth Management, LLC. Joshua has been in the financial services industry since 2017. He is a Series 6, 7, 24, 52TO, 53 and 66 licensed professional and has experience in investment advisory and financial planning. Joshua is a highly experienced financial advisor who is dedicated to helping his clients 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
1
2
IA
02/21/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
09/22/2021 - 07/27/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/10/2021 - 07/08/2021
CETERA ADVISORS LLC (W DES MOINES IA)
IA
06/10/2021 - 07/08/2021
CETERA FINANCIAL SPECIALISTS LLC (W DES MOINES IA)
IA
06/09/2021 - 07/08/2021
CETERA ADVISOR NETWORKS LLC (W DES MOINES IA)
IA
06/18/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
04/27/2017 - 06/29/2018
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 07/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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