Joseph W Lucas
Investment adviser representative at Fbl Wealth Management, LLC
12 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$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.
- Fbl Wealth Management, LLCJan 2020 to now
- Fbl Financial GroupJan 2020 to now
- Fbl Marketing ServicesJan 2020 to now
- Edward JonesSep 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 7 states (CO, IA, IN, KS, MO, NE, SD).
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
- 4619350
- Firm CRD
- 291396