AE
AE

Adam Lynn Entwisle

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningTax PlanningEducation PlanningReal Estate Investing
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
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Location

5400 University, 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.

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Other Business Activities

Adam works as an investment adviser representative at FBL Wealth Management, LLC, providing investment advisory and financial planning services. The time commitment varies.

Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
June 2020 - Present · 5 yrs 8 mos
Fbl Wealth Management, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
TD Ameritrade, INC.
March 2018 - April 2020 · 2 yrs 1 mo
TD Ameritrade Investment Management, LLC
March 2018 - April 2020 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
March 2018 - April 2020 · 2 yrs 1 mo
Scottrade Investment Management
September 2017 - March 2018 · 6 mos
Scottrade, INC.Broker
June 2013 - March 2018 · 4 yrs 9 mos
State Registrations18 states
ARAZCODEFLGAIAKSMNMOMTNCNEOHOKORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.