Daniel William Ricklefs
Investment adviser representative at Fbl Wealth Management, LLC
17 yearsExperience
17 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
17 years in the industry.
- Fbl Financial GroupFeb 2026 to now
- Fbl Wealth Management, LLCAug 2018 to now
- Fbl Marketing Servies, LLCJun 2018 to now
- Fbl Financial GroupAug 2022 to Jan 2026
- Farm Bureau Financial ServicesJun 2018 to Aug 2022
- Country FinancialJun 2009 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 17 states (AZ, CO, IA, ID, IL, KS, MN, MT, ND, NE, NM, OK, SC, SD, UT, WI, 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
- 5679724
- Firm CRD
- 291396