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Joe Hazelbaker

Fbl Wealth Management, LLC
33 Years of Experience
West Des Moines, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Joe Hazelbaker is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 33 years of industry experience. Joe 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

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History

Regulatory History (1)
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 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
September 2018 - Present · 8 yrs 1 mo
Fbl Marketing Services, LLCBroker
January 2002 - Present · 24 yrs 9 mos
Previous Registrations
Fbl Investment Management Services, INC.
July 2018 - September 2018 · 2 mos
Wells Fargo Investments, LLCBroker
October 2001 - January 2002 · 3 mos
Wells Fargo Van Kasper, LLCBroker
July 1999 - October 2001 · 2 yrs 3 mos
First Security Investor Services, INC.Broker
April 1998 - July 1999 · 1 yr 3 mos
Key Investments INC.Broker
July 1996 - April 1998 · 1 yr 9 mos
First Interstate Investments,inc.Broker
August 1995 - July 1996 · 11 mos
Essex National Securities, INC.Broker
July 1995 - November 1995 · 4 mos
Edward D. Jones & CO., L.P.Broker
April 1993 - June 1995 · 2 yrs 2 mos
State Registrations1 state
ID
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.
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