Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Callen Messner is an investment advisor representative associated with FBL Wealth Management, LLC. Mitchell has been in the financial services industry since February 2013 and has a broad background in financial services and investment management. Mitchell is registered in several states and is committed to providing personalized financial advice to clients in order to help them 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
07/15/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IL
03/23/2012 - 02/08/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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