TrueAdvisor
TrueAdvisor
WS
WS

William Simpson

Fbl Wealth Management, LLC
35 Years of Experience
West Des Moines, IA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

William Simpson is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 35 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 7 more.

Fbl Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.2M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable. Clients utilizing specific specialty portfolios or certain RBC programs may receive up to a 0.25% discount. Sub-advisor wrap program total annual fee will not exceed 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5400 University Ave, West Des Moines, IA, 50266

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2022
Closed-No Action
Employment Separation After Allegations
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William works as an investment adviser representative at FBL Wealth Management, LLC, providing investment advisory and financial planning services. He also works full-time with Farm Bureau Life and Affiliates in insurance.

Employment History
Current Registrations
Fbl Wealth Management, LLC
June 2020 - Present · 6 yrs 4 mos
Fbl Marketing Services, LLCBroker
August 2014 - Present · 12 yrs 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
May 2010 - July 2014 · 4 yrs 2 mos
Allstate Financial Services, LLCBroker
April 2004 - May 2010 · 6 yrs 1 mo
Carillon Investments, INC
July 2001 - April 2004 · 2 yrs 9 mos
Carillon Investments, INC.Broker
January 1996 - April 2004 · 8 yrs 3 mos
Capital Analysts, IncorporatedBroker
January 1994 - December 1995 · 1 yr 11 mos
Metropolitan Life Insurance CompanyBroker
November 1984 - September 1985 · 10 mos
Equico Securities, INC.Broker
March 1983 - October 1984 · 1 yr 7 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1983 - October 1984 · 1 yr 7 mos
State Registrations10 states
AZFLIDKSNMOHOKORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in West Des Moines, IA →All financial advisors in Iowa →