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William Frederick Schwarzkoph

FBL Wealth Management, LLC

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About William Frederick Schwarzkoph

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.

Firm Information

William Schwarzkoph 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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William Schwarzkoph’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Frederick Schwarzkoph. Review regulatory record here.
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