Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Charles Chapman is a financial advisor at FBL Wealth Management, LLC. He has been in the industry since March 2004 and is registered as a broker-dealer in Minnesota and South Dakota. Paul has a Series 7, Series 63, and Series 66 license. In addition to his role as a financial advisor, Paul is also an insurance agent for Farm Bureau Life and Farm Bureau Property and Casualty. He specializes in financial planning, portfolio management, and retirement planning. Paul has a strong understanding of the insurance industry and can help clients develop a comprehensive financial plan that meets their needs.
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
08/31/2022 - Present
FBL Wealth Management, LLC (West Des Moines IA)
BOTH
Issued 01/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Chapman is the right advisor for you? Invested Better is here to help.
