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FBL Wealth Management
FBL Wealth Management is an SEC-registered investment adviser in West Des Moines, IA, registered since 2018. The firm manages $9 million in regulatory assets.
FBL Wealth Management
FBL Wealth Management is an SEC-registered investment adviser in West Des Moines, IA, registered since 2018. The firm manages $9 million in regulatory assets. It employs 207 staff and 170 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
West Des Moines
Corporate office
West Des Moines, IA, United States
Sector focus
Frequently asked questions
How does the parent company's mutual insurance structure affect FBL Wealth Management's investment approach?
The mutual insurance structure means the parent company is owned by its policyholders rather than public shareholders, eliminating pressure to produce quarterly earnings growth. For FBL Wealth Management, this translates into an investment philosophy that prioritizes asset-liability matching and long-term income stability over relative returns, with a portfolio heavily weighted toward fixed income and commercial mortgages that align with the parent's obligation to meet future policyholder claims.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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