Unclaimed Profile

Julie Marie Mcgonegle

FBL WEALTH MANAGEMENT, LLC·WEST DES MOINES, Iowa

SIE, Series 6TO, Series 7, Series 26, Series 63, Series 99TOCFP ChFCClean record7 years registeredFBL WEALTH MANAGEMENT, LLC

5400 UNIVERSITY AVENUE, WEST DES MOINES, IA 50266CRD# 2188891Firm CRD# 291396

Profile Verification

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

Identity

Julie Marie Mcgonegle · WEST DES MOINES, IA

Registration

CRD #2188891 · FBL WEALTH MANAGEMENT, LLC · 7 years registered

Brand Profile

Not yet started

Career History

FBL WEALTH MANAGEMENT, LLC

May 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 26

Series 63

Series 99TO

Registration record

First registered · May 31, 2019

Years registered · 7

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FBL WEALTH MANAGEMENT, LLC

CRD 291396 · SEC 801-113458

AUM

$9M

Regulatory assets under management

Employees

168

1 client accounts

Services offered by FBL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FBL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Julie Marie Mcgonegle offer?

Julie Marie Mcgonegle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.

What are Julie Marie Mcgonegle's credentials?

Julie Marie Mcgonegle holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Julie Marie Mcgonegle located?

Julie Marie Mcgonegle is based in WEST DES MOINES, Iowa, working with FBL WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.

How does Julie Marie Mcgonegle charge for services?

Julie Marie Mcgonegle's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FBL WEALTH MANAGEMENT, LLC?

FBL WEALTH MANAGEMENT, LLC has approximately 168 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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