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Michael Dean O'tool

FBL WEALTH MANAGEMENT, LLC·WEST DES MOINES, Iowa
Unclaimed Profile
5400 UNIVERSITY AVENUE, WEST DES MOINES, IA 50266CRD# 2570040Firm CRD# 291396
01

About

Michael Dean O'tool is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with FBL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC
AUM
$9M
Regulatory assets under management
Employees
168
Total firm employees
View all advisors at FBL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD-PARTY MANAGEMENT FEES
Regulatory
SEC/IARD CRD# 2570040
Firm CRD# 291396
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Dean O'tool offer?
Michael Dean O'tool specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Michael Dean O'tool's credentials?
Michael Dean O'tool is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Dean O'tool located?
Michael Dean O'tool 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 Michael Dean O'tool charge for services?
Michael Dean O'tool'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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James William Thompson — THOMPSON CAPITAL MANAGEMENT, LLCDonald Gene Dewaay — DEWAAY CAPITAL MANAGEMENT, INC.Brian Fitzgerald Boyle — BOYLE CAPITAL MANAGEMENT, L.L.C.Gerald Ray Foster — FOSTER GROUP, INC.David Wayne Miles — MANCHESTERSTORY FUND MANAGEMENT, LP
Nearby cities in Iowa
DES MOINES (164)CEDAR RAPIDS (109)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideCEDAR RAPIDS GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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