Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Meyer is a financial advisor who has been working in the industry since 1982. She is registered with the state of Iowa as an investment advisor representative. Teresa has a strong background in the financial services industry and is a Chartered Financial Consultant. Teresa works at FBL Wealth Management, LLC and is located in West Des Moines, Iowa. Teresa's experience includes financial planning, portfolio management for individuals and businesses, and investment advisory services. Teresa is committed to providing her clients with the highest level of service and personalized advice.
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
03/28/2023 - Present
FBL Wealth Management, LLC (West Des Moines IA)
BC
Issued 11/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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