RB
RB

Ryan Burden

12 Years of Experience
West Des Moines, IA
4 DisclosuresBrokerSells Insurance

Ryan Burden is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 12 years of industry experience. Ryan 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 (4)
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Regulatory
October 2012
Final
Criminal
October 2011
Final Disposition
Criminal
August 2008
Final Disposition
Criminal
August 2005
Final Disposition
Other Business ActivitiesSells Insurance

Ryan is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2014, and also operates The Ryan Burden Agency, Inc. He also owns rental properties through LLB Holdings, LLC and provides investment advisory and financial planning services through FBL Wealth Management, LLC.

Employment History
Current Registrations
Fbl Wealth Management, LLC
October 2022 - Present · 3 yrs 7 mos
Fbl Marketing Services, LLCBroker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
TD Ameritrade, INC.Broker
September 2011 - August 2012 · 11 mos
State Registrations9 states
AZIAILKSMNNESCSDVA
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.
Ryan Burden - Financial Advisor | TrueAdvisor