Robert V. Bradfield

FBL MARKETING SERVICES

Sandy, UT 84070

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CRD#: 2931764

Professional summary

Robert V Bradfield is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Sandy, Utah.

Robert is registered as a RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 3 firms and has passed the Series 63, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Robert V Bradfield'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

February 23, 2021 - Present

FBL MARKETING SERVICES, LLC

Office #1: 9865 S State St, Sandy, UT 84070

CRD#: 5309

Sandy, UT

Past

August 11, 2020 - December 16, 2020

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

DRAPER, UT

Past

July 15, 2004 - December 23, 2019

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

DRAPER, UT

Past

March 6, 2002 - July 8, 2004

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

State Registrations and Notice Filings

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

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

Utah
(3/18/2021)

Exams

State Security Law Exam

Series 63

Date: 3/7/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/3/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/1/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FBL MARKETING SERVICES, LLC

EQUITRUST MARKETING SERVICES, INC. | PFS SALES, INC | FBL MARKETING SERVICES, LLC | FBL MARKETING SERVICES, INC. | EQUITRUST MARKETING SERVICES, LLC

CRD#: 5309 / SEC#: , 8-15855

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

5400 University Avenue, West Des Moines, IA 50266

Phone number

(515) 225-5400

Established

Iowa since 08/15/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (44 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

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

Red Flags

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Robert V. Bradfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Robert V Bradfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/7/2002

Series 66

Date: 6/3/1999

SIE

Date: 10/1/2018

Series 6

Date: 3/1/2002

FINRA

Current Firm

FBL MARKETING SERVICES, LLC

Contact information

FINRA licenses (44 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FBL MARKETING SERVICES, LLC

TRUST BUT VERIFY

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