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Alex Bear

2 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

Alex is an insurance agent with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance Company since 2022. Alex is also an Army Officer in the National Guard, dedicating minimal time, and provides investment advisory and financial planning services through FBL Wealth Management, LLC. Finally, Alex owns 307 Radon Solutions, spending about 10-20% of their time on radon mitigation and measurement services.

Employment History
Current Registrations
Fbl Wealth Management, LLC
June 2023 - Present · 2 yrs 8 mos
Fbl Marketing Services, LLCBroker
May 2023 - Present · 2 yrs 9 mos
State Registrations3 states
COORWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Bear - Financial Advisor | TrueAdvisor