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HH

Heidi J. Hansen

FBL MARKETING SERVICES
Walnut Grove, MN 56180
Some features on this profile are disabled
CRD#: 3145874
HH

Professional summary

Heidi Jo Hansen, CFP®, who also goes by Anderson, is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Walnut Grove, Minnesota.

Heidi is registered as a RR (Registered Representative) and started their career in finance in 1999. Heidi has worked at 8 firms and has passed the Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anderson

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 Heidi Jo Hansen'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®
CFP®

Certified Financial Planner

Experience

Current

December 8, 2018 - Present

FBL MARKETING SERVICES, LLC

Office #1: 100 Us Highway 14, Walnut Grove, MN 56180
BD
CRD#: 5309
Walnut Grove, MN
Past

March 13, 2007 - June 2, 2009

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
SLAYTON, MN
Past

March 1, 2007 - March 8, 2007

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SLAYTON, MN
Past

March 1, 2007 - March 8, 2007

OSAIC WEALTH, INC.

BD
CRD#: 23131
SLAYTON, MN
Past

January 22, 2007 - March 1, 2007

UNITED SECURITIES ALLIANCE, INC.

RIA
CRD#: 36487
SLAYTON, MN
Past

January 22, 2007 - March 1, 2007

UNITED SECURITIES ALLIANCE, INC.

BD
CRD#: 36487
SLAYTON, MN
Past

August 25, 2005 - January 9, 2007

SII INVESTMENTS, INC.

RIA
CRD#: 2225
DE PERE, WI
Past

October 1, 2004 - January 9, 2007

SII INVESTMENTS, INC.

BD
CRD#: 2225
DE PERE, WI
Past

February 23, 2001 - October 5, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

February 17, 2000 - March 2, 2001

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

January 8, 1999 - February 1, 2000

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings

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

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
Minnesota
(12/26/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 12/22/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/8/2018
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/6/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FM
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

BD
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)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FBL FINANCIAL GROUP, INCOWNER
ALDRIDGE, ANTHONY JAMESCHIEF ACCOUNTING OFFICER5999478
GLEASON, MATHEW EVERETTEPRESIDENT6434929
MAY, CLINT JAMESVICE PRESIDENT ASSISTANT GENERAL COUNSEL4129595
MCGONEGLE, JULIE MARIEFINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT2188891
MORGAN, JENNIFER LEACHIEF COMPLIANCE OFFICER & ASST. SECRETARY2550729
NELSON, JAMES ARTHURMANAGER LIFE ACCOUNTING AND FINOP4640561
O'TOOL, MICHAEL DEANDIRECTOR COMPLIANCE2570040
SEIBEL, DONALD JOSEPHTREASURER6140054
SHRYACK, CHRISTOPHER THOMASVICE PRESIDENT LIFE SALES2105590
ST CLAIR, KARI LOUISEDIRECTOR, MARKETING SVCS & FIELD SUPPORT3168561

Disclosures

Regulatory Event1

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 MARKETING SERVICES, LLC

CRD#: 5309Walnut Grove, MN 56180

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