Andrew Floerke
Andrew Floerke is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 15 years of industry experience. Andrew 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010. He also provides investment advisory and financial planning services through FBL Wealth Management, and dedicates about 10-20% of his time to officiating youth soccer games and a few hours per week playing music for church services.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Previous Registrations
Fbl Investment Management Services, INC.
State Registrations1 state
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