Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick St. John is an investment advisor representative at FBL Wealth Management, LLC. Patrick has been in the financial services industry since 2000. Patrick holds Series 7, Series 66 and SIE licenses. Patrick is registered to offer investment advisory services in Iowa. Patrick is a graduate of Iowa State University. Patrick has over 20 years of experience in the financial services industry. Patrick provides financial planning and investment advice to individual clients, businesses and charitable organizations. Patrick is committed to providing clients with personalized service and a comprehensive financial plan. Patrick is also a licensed insurance agent in Iowa.
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
10/02/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
MN
11/12/2001 - 01/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/2001 - 01/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/30/2001 - 09/26/2001
AXA ADVISORS, LLC (NEW YORK NY)
MN
10/27/2000 - 02/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/27/2000 - 02/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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