Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Stiles is an Investment Advisor Representative who has been in the industry since March 16, 1988. Timothy is currently registered with FBL Wealth Management, LLC and has been with the firm since February 11, 2019. Timothy's career spans over 30 years, with previous registrations at The O.N. Equity Sales Company, LifeUSA Securities, Inc., WMA Securities, Inc., Fortis Investors, Inc., and Mutual of Omaha Investor Services, Inc. Timothy holds the Series 6, 7, 24, 26, 51, and 63 licenses. Timothy is also a Certified Financial Planner and Chartered Financial Consultant. Timothy specializes in financial planning, portfolio management for businesses and individuals, and provides investment advisory and financial planning services to clients. Timothy works with a wide range of clients including high-net-worth individuals, corporations and other businesses, charitable organizations and individuals other than high-net-worth.
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
02/11/2019 - Present
FBL Wealth Management, LLC (West Des Moines IA)
OH
11/29/2000 - 07/11/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MN
07/30/1999 - 11/22/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
GA
01/11/1996 - 08/31/1999
WMA SECURITIES, INC. (DULUTH GA)
MN
06/07/1994 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
NE
01/29/1988 - 05/24/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/08/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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