Lane Schulz
Investment adviser representative at Fbl Wealth Management, LLC
10 yearsExperience
6 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
10 years in the industry.
- Fbl Wealth Management, LLCAug 2022 to now
- Fbl Financial GroupJul 2022 to now
- Fbl Marketing Services, LLCJul 2022 to now
- Bruning BankMay 2021 to Jul 2022
- LPL Financial LLCMay 2021 to Jul 2022
- Strategic Blueprint, LLCOct 2020 to May 2021
- The Strategic Financial Alliance, Inc.Oct 2020 to May 2021
- Usadvisors Wealth Management, LLCJul 2017 to Oct 2020
- Securities America, Inc.Jan 2017 to Oct 2020
- Usadvisors InsuranceNov 2016 to Oct 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 6 states (AZ, CO, KS, MI, NE, TX).
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
- 6641568
- Firm CRD
- 291396