Fbl Investment Management Services, Inc. (West Des Moines)

Fbl Investment Management Services, Inc. is a large advisory firm based in West Des Moines. It manages $423.59 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, Colorado, Idaho, and 11 other states.

Fbl Investment Management Services provides portfolio management for businesses and institutional clients and investment consulting services for businesses or institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fbl Investment Management Services: assets under management

The assets under management (AUM) of Fbl Investment Management Services, Inc. is $423.59 million. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $423.04 million in discretionary accounts and $551.48 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $551.48 thousand.

Investments

The firm invests in government bonds the most. They account for 33% of the total AUM. The second-largest asset type is other assets, which make up 20% of the firm’s portfolio. Investments in state and local bonds form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fbl Investment Management Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Anthony James Aldridge serves?

The firm provides services to insurance companies and corporations or other businesses. The largest group of clients of Anthony James Aldridge is insurance companies with 2 clients and $261.51 million of assets under management. Among the 10 most similar advisory firms, Fbl Investment Management Services has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $423.59 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Fbl Investment Management Services doesn't advise any private funds.

Careers at Fbl Investment Management Services, Inc.

The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Anthony James Aldridge has been acting as President since 1 Mar 2015. Clint James May joined the executive team most recently as the Counsel & Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fbl Financial Services	Owner	1 Jan 1985	75% - 100%	42-1230500
James Patrick Brannen	Cfo, treasurer & director	1 Feb 2007	Other	2746986
Sharon Marie Marker	Investment accounting director	1 Feb 2007	Other	1680227
Charles Theodore Happel	President & director	1 Jul 2008	Other	1610100
Richard James Kypta	Executive vp & director	1 May 2009	Other	1886613
David Alan Mcneill	General counsel	1 May 2009	Other	4274425
James E Hohmann	Ceo & director	1 May 2009	Other	4347360
Kristi Rojohn	Compliance vp & secretary	1 Sep 2009	Other	1700348
Kevin Rourke Slawin	Executive vp, marketing and distribution	1 Oct 2009	Other	2676950
Russell James Wiltgen	Chief actuary	1 Feb 2010	Other	2493375
Christopher Thomas Shryack	Vice president	1 Mar 2010	Other	2105590
Jennifer Lea Morgan	Chief compliance officer & asst. secretary	1 Jan 2011	Other	2550729
Lori Kay Geadelmann	Corporate compliance officer, vp - asst. gen. counsel	1 Jan 2011	Other	5183696
Anthony James Aldridge	Accounting vice president	1 Jul 2012	Other	5999478
James Patrick Brannen	Ceo & director	1 Oct 2012	Other	2746986
Donald Joseph Seibel	Chief financial officer, treasurer and director	1 Oct 2012	Other	6140054
Daniel David Pitcher	Executive vice president and director	1 Oct 2012	Other	6140056
David Scott Stice	Chief marketing officer	1 Jul 2013	Other	4082798
John D Currier	Chief actuary - life	1 Jul 2013	Other	4314402
Christopher Thomas Shryack	Vice president & director	1 Mar 2014	Other	2105590
Laura Kellen Beebe	Securities vice president & director	1 Mar 2014	Other	1866446
Mark Lloyd Sandbulte	Dir asset allocation & director	1 Mar 2014	Other	4409387
Kristi Rojohn	Compliance vp, secretary & director	1 Mar 2014	Other	1700348
Clint James May	Counsel & secretary	1 Mar 2015	Other	4129595
Anthony James Aldridge	Director	1 Mar 2015	Other	5999478
Anthony James Aldridge	Chief accounting officer, treasurer & director	1 Apr 2018	Other	5999478

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Fbl Financial Group	Owner	1 Jun 1996	75% - 100%	42-1411715

Based in West Des Moines

The principal office where Fbl Investment Management Services, Inc. performs its advisory services is located at 5400 University Ave, West Des Moines, IA 50266 5997, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 515-225-5400 or by fax 515-453-3379. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.