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Carson D Halbrook

Investment adviser representative at Fbl Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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.

  1. Fbl Wealth Management, LLCJun 2023 to now
  2. Fbl Marketing Services, LLCFeb 2023 to now
  3. Fbl Financial GroupNov 2022 to now
  4. Ideal Ready Mix, IncMay 2022 to Dec 2022
  5. Libertyville Savings BankNov 2021 to Apr 2022
  6. First Iowa State BankJul 2021 to Nov 2021
  7. Iowa Dept of TransportationJun 2021 to Nov 2021
  8. City of Farmington, IaNov 2020 to Jun 2021
  9. Van Buren County Iowa Highway Dept.Nov 2020 to Jun 2021
  10. Iowa Dept. of TransportationJun 2020 to Nov 2020
  11. City of Fairfield, Ia Parks Dept.May 2018 to Jun 2020
  12. UnemployedFeb 2013 to May 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (IA).

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
7666355
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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