Brandon Michael Avery

Fbl Wealth Management, LLC

14 Years of Experience

1 DisclosureBrokerSells Insurance

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 (1)

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Criminal

January 2002

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brandon is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010, operating under Brandon Avery Agency, Inc. He also receives minimal compensation for referrals to Farm Bureau Bank and provides investment advisory and financial planning services through FBL Wealth Management, LLC.

Employment History

Current Registrations

Fbl Wealth Management, LLC

June 2024 - Present · 1 yr 8 mos

Fbl Marketing Services, LLCBroker

July 2011 - Present · 14 yrs 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.