Robert Pickle
Robert Pickle is a CFP-designated registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 15 years of industry experience. Robert 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.
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 - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $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
Location
5400 University Ave, West Des Moines, IA, 50266
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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
Robert is an insurance agent with Farm Bureau Life and Mountain West Farm Bureau Mutual Insurance Company since 2014, and a partner at Central Wyoming Insurance Services. He also provides investment advisory and financial planning services through FBL Wealth Management, and owns Pickle, P.C. and Pickle LLC.
Employment History
Current Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Previous Registrations
Fbl Investment Management Services, INC.
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations9 states
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
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