Brian Mc Keighen
Advisor at FBL Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at FBL Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
West Des Moines, IA 50266
Credentials
Series 63, Series 65
Industry experience
15 years
Brian Mc Keighen is a financial advisor with FBL Wealth Management, LLC in West Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advisory work, he is involved in farming through ownership of Belenus Farms LLC. FBL Wealth Management serves a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and corporate entities. The firm emphasizes a primarily non-discretionary investment approach by utilizing third-party portfolio managers and provides written financial planning along with educational resources.
Based on FBL Wealth Management, LLC
Based on FBL Wealth Management, LLC
Fixed fee for financial planning services up to $5,000, negotiable and may be waived
$0 - $249,999: 2.000% $250,000 - $499,999: 1.750% $500,000 - $999,999: 1.500% $1,000,000 - $2,999,999: 1.250% $3,000,000+: 1.000%
Investment Adviser Representatives may earn commissions as registered representatives of affiliated broker-dealer, selling securities and insurance products
Hourly rate for financial planning services, negotiable, up to $5,000 maximum fee
Account minimum: $1,000,000 Fee-only: Fixed fee for financial planning services up to $5,000; hourly fees may apply, with maximums not exceeding $5,000; negotiable and may be waived if advisory account opened
5400 University Ave
West Des Moines, IA 50266
Arizona · Colorado · Florida · Indiana · Iowa · Missouri · New Mexico · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Texas · Utah · Washington · Wyoming
FBL Marketing Services, LLC
2019 - Present (7 years)
Farm Bureau
2019 - Present (7 years)
LPL Financial
2017 - 2019 (2 years)
Trilogy Capital, Inc.
2015 - 2019 (4 years)
Trilogy Financial Services
2011 - 2018 (7 years)
NATIONAL PLANNING CORPORATION
2011 - 2017 (6 years)
Enssolutions
2007 - 2019 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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