BM
BM

Brian Mckeighen

15 Years of Experience
West Des Moines, IA
BrokerSells Insurance

Brian Mckeighen is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 15 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M

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 - $1000K1.50%
$1.0M - $3.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 ActivitiesSells Insurance

Brian owns Belenus Farms LLC, a farming/ranching business, dedicating about half of his time. He also works for FBL Wealth Management, LLC as an investment adviser representative. Brian sells insurance through Farm Bureau Life and Affiliates.

Employment History
Current Registrations
Fbl Wealth Management, LLC
January 2019 - Present · 7 yrs 6 mos
Fbl Marketing Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - January 2019 · 1 yr 2 mos
LPL Financial LLC
November 2017 - April 2018 · 5 mos
Trilogy Capital, INC.
December 2015 - January 2019 · 3 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
March 2014 - November 2017 · 3 yrs 8 mos
National Planning CorporationBroker
February 2011 - November 2017 · 6 yrs 9 mos
State Registrations18 states
AZCOFLIAILINMONMOHOKORPASCTNTXUTWAWY
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.
Brian Mckeighen - Financial Advisor | TrueAdvisor