Adam W. Weibel
Professional summary
Adam Wade Weibel is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Sandy, Utah.
Adam is registered as a RR (Registered Representative) and started their career in finance in 1998. Adam has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Adam Wade Weibel's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2026 - Present
FBL MARKETING SERVICES, LLC
Office #1: 9865 S State St, Sandy, UT 84070March 28, 2025 - February 9, 2026
OSAIC WEALTH, INC.
March 28, 2025 - February 9, 2026
OSAIC WEALTH, INC.
July 12, 2019 - July 5, 2023
CHARLES SCHWAB & CO., INC.
July 10, 2019 - July 5, 2023
CHARLES SCHWAB & CO., INC.
March 14, 2014 - June 14, 2019
TD AMERITRADE, INC.
March 14, 2014 - June 14, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 25, 2014 - June 14, 2019
TD AMERITRADE, INC.
May 4, 2011 - February 20, 2014
USAA FINANCIAL PLANNING SERVICES
December 17, 2010 - February 20, 2014
USAA FINANCIAL ADVISORS, INC.
August 12, 2010 - December 2, 2010
LEGEND EQUITIES CORPORATION
February 3, 2010 - June 17, 2010
LPL FINANCIAL LLC
August 24, 2009 - October 8, 2009
FORTA FINANCIAL GROUP, INC.
December 19, 2006 - August 25, 2009
FARMERS FINANCIAL SOLUTIONS, LLC
May 17, 2005 - March 27, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
May 17, 2005 - August 8, 2006
OSAIC FA, INC.
February 13, 1998 - October 18, 2004
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/13/2026)
Exams
FINRA
Current Firm
FBL MARKETING SERVICES, LLC
CRD#: 5309 / SEC#: , 8-15855
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | |
| ALDRIDGE, ANTHONY JAMES | CHIEF ACCOUNTING OFFICER | 5999478 |
| 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 | 1 |
Red Flags
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