Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie McGonegle is an investment advisor representative at FBL Wealth Management, LLC in West Des Moines, IA. Julie has been in the financial industry since 1991 and has a wide range of experience. Julie is a Certified Financial Planner and a Chartered Financial Consultant. Julie has a strong track record of helping her 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
05/31/2019 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
02/17/1995 - 09/26/2003
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC. (WEST DES MOINES IA)
MN
11/29/1991 - 08/29/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/29/1991 - 08/29/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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