Shelly Marie Burroughs
Investment adviser representative at Fbl Wealth Management, LLC
15 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
15 years in the industry.
- Fbl Wealth Management, LLCJan 2024 to now
- Farm Bureau Financial ServicesDec 2015 to now
- Fbl Marketing ServicesJun 2011 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 5317615
- Firm CRD
- 291396