Sarah Diane Phillips
Investment adviser representative at Fbl Wealth Management, LLC
13 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
13 years in the industry.
- Farm Bureau Financial ServicesMay 2023 to now
- Fbl Wealth Management, LLCOct 2022 to now
- Fbl Marketing ServFeb 2017 to now
- Farm Bureau Financial ServicesFeb 2017 to Apr 2023
- Nylife Securities LLCMar 2014 to Feb 2017
- New York Life Insurance CompanyNov 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6272676
- Firm CRD
- 291396