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Thomas Graff

Investment adviser representative at Fbl Wealth Management, LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Fbl Wealth Management, LLCOct 2022 to now
  2. Fbl Marketing Services, LLCJun 2021 to now
  3. Fbl Financial GroupApr 2021 to now
  4. Eagle Strategies LLCNov 2015 to Feb 2021
  5. Nylife Securities LLCSep 2015 to May 2021
  6. New York Life Insurance CompanyAug 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
5078699
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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