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Jonathan J Louwagie

Investment adviser representative at Fbl Wealth Management, LLC
12 yearsExperience
8 statesRegistered in
ChFC®Designation
$9.2MFirm assets

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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

12 years in the industry.

  1. Fbl Wealth Management, LLCJun 2020 to now
  2. Fbl Financial GroupJan 2020 to now
  3. Fbl Marketing Services, LLCJan 2020 to now
  4. Farmers Financial Solutions, LLCApr 2018 to Dec 2019
  5. Farmers InsuranceMar 2018 to Dec 2019
  6. Saybrus Equity Services, Inc.Jul 2014 to Feb 2018
  7. Saybrus PartnersMar 2014 to Mar 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 8 states (IA, IL, MN, MT, ND, NE, SD, WI).

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
3006079
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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