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Jeffery Alan Picco

Investment adviser representative at Fbl Wealth Management, LLC
25 yearsExperience
8 statesRegistered in
CFP® certification, ChFC®Designations
$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

25 years in the industry.

  1. Fbl Wealth Management, LLCOct 2023 to now
  2. Fbl Financial GroupSep 2023 to now
  3. Fbl Marketing Services, LLCSep 2023 to now
  4. Country Trust BankAug 2000 to Aug 2023
  5. Country Capital Management CompanyNov 1998 to Aug 2023
  6. Country Companies Insurance CoNov 1998 to Aug 2023

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 8 states (CO, FL, IL, MN, MO, NC, 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
3157375
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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