Sheryl Curtis
Investment adviser representative at Fbl Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$9.2MFirm assets
8 yearsFirm in business
Are you Sheryl Curtis? 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
11 years in the industry.
- Fbl Wealth Management, LLCJul 2026 to now
- Fbl Financial GroupJun 2026 to now
- Fbl Marketing Services, LLCJun 2026 to now
- TIAA-CREF Individual & Institutional Services, LLCAug 2023 to May 2026
- PNC Investments LLCDec 2021 to Aug 2023
- Cetera Investment Advisers LLCSep 2019 to Oct 2021
- Cetera Investment Services LLCSep 2019 to Oct 2021
- Enterprise Bank & TrustSep 2019 to Oct 2021
- Bank of America, N.A.Oct 2015 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncOct 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 5824832
- Firm CRD
- 291396