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MR

Martin L. Rapp

FBL WEALTH MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 2507649
MR

Professional summary

Martin Leslie Rapp is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Clinton, Iowa.

Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Martin has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Leslie Rapp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 25, 2019 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266
RIA
CRD#: 291396
West Des Moines, IA
Current

June 25, 2019 - Present

FBL MARKETING SERVICES, LLC

Office #1: 1015 13th Ave N Ste D, Clinton, IA 52732Office #2: 1880 Asbury Rd, Dubuque, IA 52001
BD
CRD#: 5309
Clinton, IA
Past

June 10, 2019 - June 27, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
STERLING, IL
Past

July 5, 2011 - June 27, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
STERLING, IL
Past

July 25, 2007 - July 5, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
STERLING, IL
Past

September 28, 2004 - July 31, 2007

VISION INVESTMENT SERVICES, INC.

BD
CRD#: 46609
STERLING, IL
Past

July 28, 2004 - October 1, 2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

October 28, 2002 - July 6, 2004

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

February 2, 1998 - October 22, 2002

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

June 19, 1997 - January 29, 1998

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

March 17, 1995 - September 22, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

August 1, 1994 - November 28, 1994

L.C. WEGARD & CO., INC.

BD
CRD#: 3722
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA
Registered Investment Advisory firm - (6/18/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(9/10/2024)
IAR
Alabama
(9/10/2024)
RR
Colorado
(6/25/2019)
IAR
Colorado
(6/25/2019)
RR
Florida
(7/27/2021)
IAR
Florida
(8/12/2021)
RR
Georgia
(11/3/2020)
IAR
Georgia
(11/4/2020)
RR
Illinois
(6/25/2019)
IAR
Illinois
(6/25/2019)
RR
Iowa
(6/25/2019)
IAR
Iowa
(6/25/2019)
RR
Michigan
(3/6/2025)
IAR
Michigan
(3/10/2025)
RR
Minnesota
(2/17/2026)
IAR
Minnesota
(2/18/2026)
RR
Missouri
(2/6/2026)
IAR
Missouri
(2/6/2026)
RR
Virginia
(7/9/2021)
IAR
Virginia
(7/20/2021)
RR
Wisconsin
(7/16/2021)
IAR
Wisconsin
(7/16/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/29/1994
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FW
FBL WEALTH MANAGEMENT, LLC
FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA
Registered Investment Advisory firm - (6/18/2018 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5400 University Avenue, West Des Moines, IA 50266
Mailing Address
Phone number
(515) 225-5400
Established
Firm type
Fiscal year end
# of Employees
177

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 8,654,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396West Des Moines, IA 50266

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