AF
AF

Andrew David Floerke

15 Years of Experience
BrokerSells Insurance
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 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.

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Other Business ActivitiesSells Insurance

Andrew is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. He also provides investment advisory and financial planning services through FBL Wealth Management, and dedicates about 10-20% of his time to officiating youth soccer games and a few hours per week playing music for church services.

Employment History
Current Registrations
Fbl Wealth Management, LLC
February 2023 - Present · 3 yrs
Fbl Marketing Services, LLCBroker
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Fbl Investment Management Services, INC.
April 2013 - December 2017 · 4 yrs 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.