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Trenton Swift

FBL Wealth Management, LLC

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About Trenton Swift

Trenton Swift is an investment advisor representative associated with FBL Wealth Management, LLC and has been in the industry since January 1, 2015. Trenton Swift has passed the Series 63, Series 6 and Series 26 exams and is currently registered in 17 states and holds a Chartered Financial Consultant designation. Trenton Swift has a branch office in West Des Moines, IA.

Firm Information

Trenton Swift 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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Trenton Swift’s Registration & Firm History

IA

02/15/2023 - Present

FBL Wealth Management, LLC (West Des Moines IA)

KS

12/05/2014 - 10/12/2022

COUNTRY CAPITAL MANAGEMENT COMPANY (OLATHE KS)

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Licenses & Designations

BC

Issued 12/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trenton Swift.
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