Unclaimed
William Frederick Schwarzkoph is an investment advisor representative associated with FBL Wealth Management, LLC, with over 28 years of experience in the industry. William has extensive experience in financial planning and investment advisory services. William Schwarzkoph holds the Series 6, 7TO, 26 and 63 licenses and is a Chartered Financial Consultant. William is registered in Idaho, Montana, and Wyoming. William's previous experience includes roles at Norwest Investment Services, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. William is also active in various organizations, including the Farm Rental, Insurance Association Board Member, and YCFBI, LLP.
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
08/12/2022 - Present
FBL Wealth Management, LLC (West Des Moines IA)
MN
03/24/1998 - 01/12/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NJ
06/04/1990 - 03/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/04/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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