John Secord, financial advisor West Des Moines IA

John Secord

CRD Number: 5904067
Current Firm: Fbl Wealth Management, LLC

John Secord (CRD# 5904067) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fbl Marketing Services, LLC West Des Moines, IA Jan 2012 - Current 12
Farm Bureau West Des Moines, IA May 2011 - Current 12
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
Contact Info for John D. Secord
Phone Number: 515-225-5400
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,630,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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