Wayne Smith (CRD# 4926469) 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.
CRD# 4539689
Foster Group, Inc.
CRD# 5482072
Principal Securities, Inc.
CRD# 1564137
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fbl Fianancial Group | West Des Moines, IA | Feb 2020 - Current | 4 |
Fbl Marketing Services, LLC | West Des Moines, IA | Nov 2018 - Current | 5 |
Farm Bureau | Rapid City, SD | Sep 2018 - Jan 2020 | 1 |
Unemployment | Volga, SD | Apr 2018 - Sep 2018 | < 1 |
Thrivent Financial | Appleton, WI | May 2016 - Apr 2018 | 1 |
Thrivent Investment Management Inc. | Sioux Falls, SD | Apr 2016 - Apr 2018 | 2 |
Hornor Townsend & Kent Inc. | Horsham, PA | Mar 2014 - Feb 2016 | 1 |
Hornor Townsend & Kent Inc. | Horsham, PA | Dec 2013 - Feb 2016 | 2 |
Penn Mutual Life Ins Co | Horsham, PA | Dec 2013 - Feb 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2005 |
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- ND
- SD
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.