Shanda Swinehart
Investment adviser representative at Fbl Wealth Management, LLC
18 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
18 years in the industry.
- Fbl Wealth Management, LLCFeb 2025 to now
- Fbl Financial GroupNov 2024 to now
- Fbl Marketing ServicesNov 2024 to now
- Thrivent FinancialJul 2023 to Nov 2024
- Thrivent Investment Management IncJun 2023 to Nov 2024
- Citizens Bank of KansasSep 2022 to Jun 2023
- The Eck AgencyMay 2022 to Sep 2022
- State Farm Investment Management CorpAug 2018 to Mar 2022
- State Farm InsuranceFeb 2017 to Mar 2022
- State Farm Vp Management Corp.Feb 2017 to Mar 2022
- Shanda Swinehart Insurance AgencyJan 2008 to Jan 2017
- State Farm Vp Management Corp.Jan 2008 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 4976252
- Firm CRD
- 291396