linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Ann Bramlet

FBL Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Ann Bramlet

Julie Ann Bramlet is an Investment Advisor Representative at FBL Wealth Management, LLC. Julie has been in the industry since July 2015. Julie is registered with the state of Montana and Idaho. Julie also holds the Series 6, 7TO, 63 and 66 securities licenses. Julie provides investment advisory and financial planning services to individuals, businesses, charitable organizations, and high-net-worth clients. Julie is also a licensed insurance agent with Mountain West Farm Bureau Mutual Insurance Company and its affiliates in Laramie, WY, and Farm Bureau Life and Affiliates in West Des Moines, IA.

Firm Information

Julie Bramlet 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Third-party management fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Bramlet’s Registration & Firm History

IA

02/08/2021 - Present

FBL Wealth Management, LLC (West Des Moines IA)

Not sure if Julie Ann Bramlet is right for you?

Licenses & Designations

BOTH

Issued 02/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Ann Bramlet.
Not sure if Julie Ann Bramlet is right for you?