Joe Hazelbaker
Joe Hazelbaker is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 32 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 7,106 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Clients that utilize only RBC UP Specialty Portfolio without a model provider fee in their allocation will receive up to a 25-basis point (.25%) discount to the Program Fee. Clients in the RBC Advisor Program will also receive up to a 25-basis point (.25%) discount to the Program Fee.
Fee Estimator
Location
5400 University Ave, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Joe is a full-time insurance agent with Farm Bureau Life and Affiliates since 2002. He also receives referral fees from Farm Bureau Bank and Idaho Farm Bureau Financial Services, and manages the lease of an office building through JHPJ LLC, dedicating minimal time to these activities. Joe also works as an Investment Advisor Representative at FBL Wealth Management, LLC.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Previous Registrations
Fbl Investment Management Services, INC.
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
First Security Investor Services, INC.Broker
Key Investments INC.Broker
First Interstate Investments,inc.Broker
Essex National Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
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.