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Scott Charles Badger

FBL Wealth Management, LLC

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About Scott Charles Badger

Scott Badger is an investment advisor representative with FBL Wealth Management, LLC. Scott has been in the financial services industry since 2002. Scott has a diverse background, having previously worked for firms such as State Farm VP Management Corp., Charles Schwab & Co., Inc., and Jackson National Life Distributors, Inc. Scott specializes in retirement planning, mutual funds, bonds, and investment management. He is a Chartered Financial Consultant and holds licenses for Series 7, 63, 66, and 26 exams. Scott is dedicated to helping his clients achieve their financial goals.

Firm Information

Scott Badger is currently registered with FBL Wealth Management, LLC. FBL Wealth Management, LLC is a wealth management firm based in West Des Moines, Iowa. They offer a variety of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $8.63 million in assets for high-net-worth individuals.
FBL Wealth Management, LLC

5400 UNIVERSITY AVENUE

WEST DES MOINES, IA 50266

$8.63M

Assets Under Management

5,053

Total Clients

167

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third-party management fees

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Scott Badger’s Registration & Firm History

IA

03/12/2024 - Present

FBL Wealth Management, LLC (West Des Moines IA)

IL

05/13/2015 - 09/23/2016

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

ID

09/06/2005 - 09/29/2014

STATE FARM VP MANAGEMENT CORP. (BOISE ID)

TX

05/16/2005 - 08/08/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TN

04/11/2002 - 05/06/2005

JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)

NY

06/26/2001 - 01/11/2002

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Charles Badger.
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