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Bradley Debner

5 Years of Experience
West Des Moines, IA
2 DisclosuresBroker

Bradley Debner is a registered investment advisor at Fbl Wealth Management, LLC, based in West Des Moines, IA, with 5 years of industry experience. Bradley 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
236 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
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Location

5400 University Ave, West Des Moines, IA, 50266

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History

Regulatory History (2)
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Judgment / Lien
January 2022
Financial
January 2018
Final
Employment History
Current Registrations
Fbl Wealth Management, LLC
May 2026 - Present · 5 mos
Fbl Marketing Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2021 - June 2021 · 4 mos
State Registrations1 state
IA
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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