James Soukup (CRD# 4993500) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 18 years of experience in the finance industry. James Soukup has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fbl Financial Group LLC | West Des Moines, IA | Feb 2020 - Current | 4 |
Fbl Marketing Services LLC | West Des Moines, IA | Feb 2020 - Current | 4 |
Bmo Harris Financial Advisors | Olathe, KS | Jul 2014 - Feb 2020 | 5 |
Orvis | Leawood, KS | Sep 2012 - Jun 2017 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Olathe, KS | Nov 2012 - Jul 2014 | 1 |
Bank Of America, N.a. | Olathe, KS | Sep 2010 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2005 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2006 |
- AZ
- FL
- KS
- MN
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- NE
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- TX
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Total Assets Under Management9MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$8,630,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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