Tobias Jude Wilhelm
Investment adviser representative at Fbl Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$9.2MFirm assets
8 yearsFirm in business
Are you Tobias Jude Wilhelm? 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
15 years in the industry.
- Fbl Financial GroupJun 2024 to now
- Fbl Wealth Management, LLCFeb 2023 to now
- Fbl Marketing Services, LLCFeb 2023 to now
- Fbl Financial GroupJun 2022 to May 2024
- Fsc Securities CorporationFeb 2022 to Jun 2022
- Select QuoteJun 2021 to Feb 2022
- Allstate Insurance CoApr 2020 to Jun 2021
- Unemployed/ Home MakerFeb 2020 to Apr 2020
- USAA Investment Management CompanyJan 2018 to Feb 2020
- T&t TractorsJul 2015 to Oct 2019
- USAA Financial Planning Services IncNov 2011 to Feb 2020
- USAA Financial Advisors IncJun 2011 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 5726430
- Firm CRD
- 291396