Unclaimed Profile

Jeff A Whitehead

FBL INVESTMENT MANAGEMENT SERVICES, INC.·WEST DES MOINES, Iowa

Clean recordFBL INVESTMENT MANAGEMENT SERVICES, INC.

5400 UNIVERSITY AVE, WEST DES MOINES, IA 50266-5997CRD# 3223746Firm CRD# 5308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff A Whitehead · WEST DES MOINES, IA

Registration

CRD #3223746 · FBL INVESTMENT MANAGEMENT SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeff A Whitehead is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with FBL INVESTMENT MANAGEMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

FBL INVESTMENT MANAGEMENT SERVICES, INC.

AUM

$462M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FBL INVESTMENT MANAGEMENT SERVICES, INC. →

Services

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3223746

Firm CRD# 5308

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeff A Whitehead offer?

Jeff A Whitehead specializes in Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Jeff A Whitehead's credentials?

Jeff A Whitehead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff A Whitehead located?

Jeff A Whitehead is based in WEST DES MOINES, Iowa, working with FBL INVESTMENT MANAGEMENT SERVICES, INC.. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Jeff A Whitehead charge for services?

Jeff A Whitehead's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FBL INVESTMENT MANAGEMENT SERVICES, INC.?

FBL INVESTMENT MANAGEMENT SERVICES, INC. has approximately 11 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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