Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judith? Claim Your ProfileJudith Branch is a financial professional with over 25 years of experience in the industry. Judith has a wide range of experience in the financial services industry, including roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial Corporation and Mutual Service Corporation. Judith is currently registered with FBL Wealth Management, LLC in West Des Moines, Iowa.
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
11/21/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
ID
02/11/2010 - 03/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
ID
09/08/2009 - 01/27/2010
LPL FINANCIAL CORPORATION (BOISE ID)
ID
09/20/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (BOISE ID)
GA
03/17/1999 - 09/20/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
06/02/1997 - 03/15/1999
ASSOCIATED SECURITIES CORP. (BOSTON MA)
MN
03/26/1996 - 06/11/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/26/1996 - 06/11/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Judith Branch is the right advisor for you? Invested Better is here to help.
