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Jessi Linn Doke

Investment adviser representative at Fbl Wealth Management, LLC
10 yearsExperience
2 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.

  1. Fbl Wealth Management, LLCJun 2026 to now
  2. Fbl Marketing Services, LLCMar 2026 to now
  3. Fbl Financial GroupJan 2026 to now
  4. Farm Bureau Financial ServicesMar 2016 to Dec 2025

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (IA, NE).

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
8235237
Firm CRD
291396
Advisor's SEC record (opens in a new tab)
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