Barry Waugh
Investment adviser representative at Fbl Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$9.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Fbl Financial GroupMay 2025 to now
- Fbl Wealth Management, LLCDec 2022 to now
- Fbl Marketing Services, LLCNov 2022 to now
- Fbl Financial GroupOct 2022 to Apr 2025
- Cambridge Investment Research Advisors, Inc.Apr 2017 to Oct 2022
- Cambridge Investment Research, Inc.Apr 2011 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IA).
Fbl Wealth Management, LLC
$9.2MAssets managed
0Clients
239Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2330212
- Firm CRD
- 291396