Investment adviser · CRD 5308
FBL INVESTMENT MANAGEMENT SERVICES, INC.
Investment adviser filing (IA)
WEST DES MOINES, IA, United States · Form ADV filed Jun 18, 2021
- Regulatory AUM
- $462M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Insurance companies | 2 | $249,778,449 | 54.1% |
| Corporations & businesses | 5 | $211,725,160 | 45.9% |
Filing source
Form ADV 1548364 · Jun 18, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2021. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
5400 UNIVERSITY AVEWEST DES MOINES, IA, 50266-5997, United States
CRD 5308
Filing source
Form ADV 1548364 · Jun 18, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.