Lisa M. Smith serves as Regional Manager at Farm Bureau Wealth Management. She has over 30 years of experience in Registered Investment Advisor (RIA) and broker/dealer management, operations, recruiting, compliance, due diligence, relationship management and business development. Lisa is responsible for recruiting, leading and supporting our team of Wealth Management Advisors in Iowa and Wisconsin.
Lisa’s background includes roles at two other major firms, Principal Financial Group and Broker Dealer Financial Services. At the latter, she served as President and CEO of BDFSC Holding Corp.’s three operating subsidiaries: Broker Dealer Financial Services Corp. (BDFSC), Investment Advisors Corp. and Bankers Financial Services, LLC and was a board member of BDFS Holding Co.
As a rural Iowa native, Lisa has a deep respect for the Midwest and what Farm Bureau can do for its client/members. She attended the Master’s Program in Finance at Drake University in Des Moines and has FINRA Series 6, 7, 24, 63, 65, 99 and Life, Health and Accidental insurance licenses. Lisa is also a member of Fellow Life Management Institute and the President of Financial Service Professionals - Iowa Chapter. She has two daughters and one son and lives in West Des Moines, IA.