Unclaimed
Nathan Michael Leonardelli is a registered representative with FBL Wealth Management, LLC, based in West Des Moines, IA. Nathan has been in the industry since 2000 and has a Series 7, Series 66, and SIE licenses. Nathan provides investment advisory and financial planning services to individuals, businesses, and charitable organizations.
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
07/10/2019 - Present
FBL Wealth Management, LLC (West Des Moines IA)
NJ
10/25/2000 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 06/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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