William Garland, financial advisor West Des Moines IA

William Garland

CRD Number: 6583690
Current Firm: Fbl Wealth Management, LLC

William Garland (CRD# 6583690) is an Investment Advisor Representative working at Fbl Wealth Management, LLC in West Des Moines, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fbl Financial Group West Des Moines, IA Jan 2021 - Current 3
Fbl Marketing Services, LLC West Des Moines, IA Dec 2019 - Current 4
Paradox Holdings Scottsdale, AZ Jun 2019 - Jan 2021 1
Impact Technology Recruiting Phoenix, AZ Jun 2018 - Jun 2019 1
Unemployed Mesa, AZ Jan 2018 - Jun 2018 < 1
Waddell & Reed, Inc. Scottsdale, AZ Jan 2017 - Jan 2018 1
Various Insurance Carriers For W&r Insurance Agencies Phoenix, AZ Jan 2017 - Jan 2018 1
Hornor Townsend & Kent, Inc. Horsham, PA Jan 2016 - Jan 2017 1
Penn Mutual Life Insurance Co Horsham, PA Nov 2015 - Dec 2016 1
Cambridge Financial Chandler, AZ Nov 2015 - Dec 2016 1
Unemployed Phoenix, AZ Jul 2015 - Nov 2015 < 1
Signature Consultants Scottsdale, AZ Feb 2015 - Jul 2015 < 1
Atrilogy Solutions Group Scottsdale, AZ Jul 2014 - Feb 2015 < 1
Socialdealer Oakbrook Terrace, IL Aug 2011 - Jul 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
Contact Info for William Garland
Phone Number: 515-225-5400
Registered State(s):
  • AZ
  • ID
  • IL
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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