John SecordCRD Number: 5904067
Current Firm: Fbl Investment Management Services, Inc.
John Secord (CRD# 5904067) is an Investment Advisor Representative working at Fbl Investment Management Services, Inc. in West Des Moines, IA and has over 7 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Equitrust Marketing Serv LLC||West Des Moines, IA||May 2011 - Current||6|
|Farm Bureau||West Des Moines, IA||May 2011 - Current||6|
|Pfs Investments Inc.||Bowie, MD||Mar 2011 - May 2011||< 1|
|Primerica Financial Services||Bowie, MD||Jan 2011 - May 2011||< 1|
|Unemployed||Brandon, SD||Jan 2010 - Dec 2010||< 1|
|Tennessee Temple University||Chattanooga, TN||Nov 2008 - Dec 2009||1|
|Unemployed||Corpus Christi, TX||May 2008 - Nov 2008||< 1|
|Texas A&m- Corpus Christi||Corpus Christi, TX||Jan 2005 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
|S66||NASAA Uniform Combined State Law Examination||Jun 2010|
Total Assets Under Management357MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$51,003,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CO, IA, ID, KS, MN, MT, ND, NE, NM, OK, SD, UT, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.