Unclaimed
Kendon Perry is a financial advisor registered with FBL Wealth Management, LLC in West Des Moines, IA. Kendon Perry's professional experience in the financial industry began in June of 2001. He is currently registered as an investment advisor representative with FBL Wealth Management, LLC. Kendon Perry has a Series 6, Series 7, Series 63, and Series 65 license. Kendon Perry has over 20 years of experience in the financial industry and is committed to providing his clients with sound financial advice.
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
08/19/2018 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
Issued 09/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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