Lou Ann Sandburg

Director/Board Member at

Berthel Fisher & Co. Financial Services, Inc.

77 year

Finance

Profile

Lou Ann Sandburg currently works at Berthel Fisher & Co. Financial Services, Inc., as Director and Iowa Society of Financial Analysts, Inc., as Director.
Ms. Sandburg also formerly worked at West Bancorporation, Inc., as Independent Director from 2011 to 2021, FBL Financial Group, Inc., as Vice President-Investments, and FBL Investment Management Services, Inc., as Vice President from 1980 to 2008.

Lou Ann Sandburg active positions

Companies	Position	Start
Berthel Fisher & Co. Financial Services, Inc. Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services	Director/Board Member	-
Iowa Society of Financial Analysts, Inc.	Director/Board Member	-

All active positions of Lou Ann Sandburg

Former positions of Lou Ann Sandburg

Companies	Position	End
WEST BANCORPORATION, INC.	Director/Board Member	29/04/2021
FBL Investment Management Services, Inc. FBL Investment Management Services, Inc. Investment ManagersFinance FBLIMS employs an opportunistic, value-oriented investment approach and disciplined risk-management strategy. The firm utilizes both equity and fixed-income investment strategies in implementing investment advice given to clients. Their equity philosophy is that equity investing offers the opportunity for attractive, long-term, inflation-adjusted returns. They utilize both actively and passively managed investment vehicles for equity allocations. FBLIMS view fixed-income investing as a means of generating income and/or as an offset to the risks of equity investing. Therefore, they generally concentrate on issues of high credit quality, short- to medium-term duration and high marketability. In executing managed fixed-income strategies, FBLIMS build portfolios of individual fixed-income securities, exchange-traded funds (ETFs) and mutual funds. The firm also employs alternative strategies for clients on a select basis.	Chief Investment Officer	01/08/2008
FBL FINANCIAL GROUP, INC.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
FBL Financial Group, Inc. FBL Financial Group, Inc. Multi-Line InsuranceFinance Operates as a holding company with interest in life, health and business insurance & financial services	Finance
FBL Investment Management Services, Inc. FBL Investment Management Services, Inc. Investment ManagersFinance FBLIMS employs an opportunistic, value-oriented investment approach and disciplined risk-management strategy. The firm utilizes both equity and fixed-income investment strategies in implementing investment advice given to clients. Their equity philosophy is that equity investing offers the opportunity for attractive, long-term, inflation-adjusted returns. They utilize both actively and passively managed investment vehicles for equity allocations. FBLIMS view fixed-income investing as a means of generating income and/or as an offset to the risks of equity investing. Therefore, they generally concentrate on issues of high credit quality, short- to medium-term duration and high marketability. In executing managed fixed-income strategies, FBLIMS build portfolios of individual fixed-income securities, exchange-traded funds (ETFs) and mutual funds. The firm also employs alternative strategies for clients on a select basis.	Finance
West Bancorporation, Inc. West Bancorporation, Inc. Regional BanksFinance Operates as a bank holding company through its subsidiaries provides commercial banking services	Finance
Berthel Fisher & Co. Financial Services, Inc. Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Iowa Society of Financial Analysts, Inc.