Unclaimed
Shanda Lynn Swinehart is a financial advisor who has been active in the industry since October 13, 2006. Currently, Shanda Lynn Swinehart is registered with FBL Wealth Management, LLC and is licensed in Kansas. Shanda Lynn Swinehart's previous experience includes working with State Farm VP Management Corp. Shanda Lynn Swinehart has passed the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Shanda Lynn Swinehart specializes in retirement planning, college savings, estate planning, and insurance. Shanda Lynn Swinehart's firm, FBL Wealth Management, LLC, is based in West Des Moines, Iowa and has a team of financial advisors that specialize in providing financial advice to individuals and businesses.
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
02/11/2025 - Present
FBL Wealth Management, LLC (West Des Moines IA)
KS
07/04/2005 - 03/23/2022
STATE FARM VP MANAGEMENT CORP. (GREENSBURG KS)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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