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Nathan Michael Leonardelli

Investment adviser representative at Fbl Wealth Management, LLC
24 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

24 years in the industry.

  1. Fbl Wealth Management, LLCJul 2019 to now
  2. Equitrust Marketing Serv Llc/farm BuraeuSep 2002 to now
  3. Rurual InsuranceSep 2002 to now

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (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
4242767
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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