Barry Waugh

Fbl Wealth Management, LLC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate Investing

Fbl Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

191 advisors

Number of Clients

7,106 clients

Average Client Portfolio

$1K average

Assets Under Management

$8.7M

Fee Structure

Minimum Investment:$1M

Location

5400 University Ave, West Des Moines, IA, 50266

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Barry is the President of Plumbous Zephyr LLC and spends minimal time collecting rent from KBKW Inc. This activity is not investment-related.

Employment History

Current Registrations

Fbl Wealth Management, LLC

December 2022 - Present · 3 yrs 2 mos

Fbl Marketing Services, LLCBroker

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

April 2017 - October 2022 · 5 yrs 6 mos

Cambridge Investment Research, INC.Broker

November 2011 - October 2022 · 10 yrs 11 mos

N.I.S. Financial Services, INC.Broker

April 1993 - December 1994 · 1 yr 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.