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Wayne Benjamin Smith

FBL Wealth Management, LLC

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About Wayne Benjamin Smith

Wayne Benjamin Smith is an investment advisor representative at FBL Wealth Management, LLC. Wayne has been in the industry since 2005 and has experience in providing investment advisory and financial planning services to clients. Wayne is registered with the state of North Dakota, and South Dakota. Wayne is also licensed to sell securities. Wayne has a Series 7, Series 6, Series 63, Series 65 and Series 26 licenses and has passed the SIE exam. Wayne is dedicated to helping clients reach their financial goals and providing them with personalized financial advice.

Firm Information

Wayne Smith 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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Wayne Smith’s Registration & Firm History

IA

04/24/2020 - Present

FBL Wealth Management, LLC (West Des Moines IA)

SD

04/08/2016 - 04/13/2018

THRIVENT INVESTMENT MANAGEMENT INC. (BROOKINGS SD)

CA

03/24/2014 - 02/18/2016

HORNOR, TOWNSEND & KENT, INC. (IRVINE CA)

MN

09/15/2009 - 11/29/2013

ING AMERICA EQUITIES, INC. (MINNEAPOLIS MN)

MN

06/15/2005 - 09/08/2009

WOODBURY FINANCIAL SERVICES, INC. (EAGAN MN)

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Licenses & Designations

IA

Issued 05/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Benjamin Smith.
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