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ChFC
JB
ChFC

Jon Barton

Fbl Wealth Management, LLC
25 Years of Experience
West Des Moines, IA
Broker
View SEC Summary
View SEC Summary

Jon Barton is a ChFC-designated registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 25 years of industry experience. Jon 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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jon works as an Investment Adviser Representative at FBL Wealth Management, LLC. The time commitment varies.

Employment History
Current Registrations
Fbl Marketing Services, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Fbl Wealth Management, LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2017 - December 2019 · 2 yrs
Wells Fargo Clearing Services, LLC
December 2017 - December 2019 · 2 yrs
Change Path LLC
June 2017 - December 2017 · 6 mos
Bank Fund Equities, INC.Broker
January 2015 - December 2015 · 11 mos
Dewaay Capital Management
February 2013 - August 2017 · 4 yrs 6 mos
Commerce Wealth Advisers, LLC
August 2011 - June 2014 · 2 yrs 10 mos
Dewaay Financial Network, LLCBroker
January 2011 - January 2013 · 2 yrs
Metlife Investors Distribution CompanyBroker
April 2009 - January 2011 · 1 yr 9 mos
Dewaay Capital Management
September 2007 - November 2008 · 1 yr 2 mos
Dewaay Financial Network, LLCBroker
September 2007 - November 2008 · 1 yr 2 mos
Ing Financial Partners, INC.Broker
February 2006 - August 2007 · 1 yr 6 mos
Ing Financial Partners, INC
February 2006 - August 2007 · 1 yr 6 mos
Princor Financial Services Corporation
February 2005 - April 2005 · 2 mos
Princor Financial Services CorporationBroker
November 2004 - April 2005 · 5 mos
American Express Financial Advisors, INC.
January 2004 - October 2004 · 9 mos
American Express Financial Advisors INC.Broker
January 2004 - October 2004 · 9 mos
Ids Life Insurance CompanyBroker
January 2004 - October 2004 · 9 mos
Equitrust Marketing Services, LLCBroker
January 1996 - October 1999 · 3 yrs 9 mos
New England SecuritiesBroker
January 1995 - September 1995 · 8 mos
State Registrations18 states
ALAZFLGAIAILKSMNMOMTNCNENMOKSDTXWIWV
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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