Michael Dean O'tool
Professional Summary
Michael Dean O'tool, who also goes by Michael Dean Otool, is a registered financial advisor currently at FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa. Michael is registered as a RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael Dean Otool
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Contact Information
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PRINCIPAL SECURITIES, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
EQUITRUST MARKETING SERVICES, INC. | PFS SALES, INC | FBL MARKETING SERVICES, LLC | FBL MARKETING SERVICES, INC. | EQUITRUST MARKETING SERVICES, LLC
Contact Information
Main Address
5400 University Avenue, West Des Moines, IA 50266Mailing Address
5400 University Avenue, West Des Moines, IA 50266Phone Number
(515) 225-5400Established
Iowa since 08/15/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | — |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(1/10/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1994About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Dean O'tool's CRS (Customer Relationship Summary).
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