Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Eldon Shank is an investment advisor representative with FBL Wealth Management, LLC in West Des Moines, Iowa. Perry has been in the financial services industry since May 26, 1999. Perry is registered with the state of Idaho as an Investment Adviser Representative and a Securities Agent. Perry has also passed the Series 6, Series 63 and Series 65 exams. Perry has a strong background in insurance and financial planning, with experience in both life and property/casualty insurance. Perry has been a full-time insurance agent since March 1, 1999. Perry is also a cattle rancher and has been involved in the raising and selling of cattle since February 2018.
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
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2
IA
07/23/2019 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
Issued 07/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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