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Steven McIntyre

FBL Wealth Management, LLC

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About Steven McIntyre

Steven McIntyre is an Investment Advisor Representative with FBL Wealth Management, LLC. Steven has been in the securities industry since December 12, 2005. Steven is licensed in Arizona, Iowa, and North Carolina and has a Series 7, Series 63, and Series 66 license. Steven also holds the SIE certification. Steven previously worked at LINCOLN INVESTMENT, WELLS FARGO ADVISORS, LLC, and EDWARD JONES. Steven specializes in providing financial planning services to individuals and families.

Firm Information

Steven McIntyre 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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Steven McIntyre’s Registration & Firm History

IA

07/23/2020 - Present

FBL Wealth Management, LLC (West Des Moines IA)

AZ

11/06/2014 - 01/27/2020

LINCOLN INVESTMENT (Queen Creek AZ)

AZ

02/03/2011 - 11/07/2014

WELLS FARGO ADVISORS, LLC (GILBERT AZ)

AZ

12/13/2005 - 02/04/2011

EDWARD JONES (MESA AZ)

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Licenses & Designations

BOTH

Issued 07/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven McIntyre.
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