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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scott Nevitt has been in the financial industry since 2008. Thomas is currently a registered representative at FBL Wealth Management, LLC. Thomas has experience in financial planning, investment advisory and wealth management. Thomas is a Series 66, Series 65 and Series 7 licensed representative. Thomas is also a Series 26 registered principal. Thomas has worked with a variety of clients including individuals, high net worth individuals, charitable organizations 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
08/29/2024 - Present
FBL Wealth Management, LLC (West Des Moines IA)
IA
11/02/2012 - 01/07/2016
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
02/14/2008 - 11/02/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DES MOINES IA)
IA
06/06/2005 - 12/03/2007
CHARLES SCHWAB & CO., INC. (DES MOINES IA)
TX
07/01/2004 - 06/10/2005
NFP SECURITIES, INC. (AUSTIN TX)
NY
06/10/2003 - 07/09/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
05/15/2002 - 04/23/2003
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
03/03/2000 - 05/06/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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