Thomas Ward Phillips
Investment adviser representative at Fbl Wealth Management, LLC
10 yearsExperience
11 statesRegistered 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
10 years in the industry.
- Fbl Wealth Management, LLCJun 2025 to now
- Fbl Financial GroupJan 2025 to now
- Fbl Marketing Services, LLCJan 2025 to now
- WesleylifeJun 2017 to Dec 2024
- Ramsey Village Retirement CommunityOct 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 11 states (AL, AZ, FL, IA, KS, MN, MO, NE, NM, OK, 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
- 7972693
- Firm CRD
- 291396