Kellan Joe Jordan
Investment adviser representative at Fbl Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- Fbl Wealth Management, LLCOct 2025 to now
- Fbl Marketing Services, LLCDec 2019 to now
- Fbl Financial GroupSep 2019 to now
- Saybrus Equity Services, Inc.Mar 2018 to Sep 2019
- Farmers Financial SolutionsJun 2013 to Mar 2018
- Farmers InsuranceApr 2013 to Mar 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 3 states (MN, ND, 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
- 6215196
- Firm CRD
- 291396