Heidi Perez
Investment adviser representative at Fbl Wealth Management, LLC
12 yearsExperience
8 statesRegistered in
$9.2MFirm assets
8 yearsFirm in business
Are you Heidi Perez? Claim your profile
Contact this firm
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, LLCMar 2025 to now
- Fbl Financial GroupSep 2023 to now
- Fbl Marketing Services LLCSep 2023 to now
- Ascend TechnologiesJan 2021 to Sep 2023
- Doextra Crm SolutionsMay 2019 to Jan 2021
- Mahaney Roofing CompanyMar 2014 to May 2019
- Farm Bureau Financial ServMar 2014 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 8 states (AZ, CO, IA, IN, KS, MN, NM, WY).
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
- 5243255
- Firm CRD
- 291396