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MR

Michael Raketich

FBL MARKETING SERVICES
Decorah, IA 52101
Some features on this profile are disabled
CRD#: 3150593
MR

Professional summary

Michael Raketich, who also goes by Michael Rak, Mike Rak, Michael Keith Raketich, Michael Raketich, Mike Raketich, is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Decorah, Iowa.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 6, Series 31, Series 55, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael Rak | Mike Rak | Michael Keith Raketich | Michael Raketich | Mike Raketich

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 Michael Raketich'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

March 23, 2022 - Present

FBL MARKETING SERVICES, LLC

Office #1: 214 Winnebago, Decorah, IA 52101
BD
CRD#: 5309
Decorah, IA
Past

July 14, 2015 - June 9, 2020

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
Lincoln, NE
Past

November 23, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 23, 2004 - February 27, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

December 18, 2002 - February 23, 2004

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 22, 1999 - March 15, 2002

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

December 10, 1998 - October 25, 1999

TCF INVESTMENTS, INC.

BD
CRD#: 34954
MINNEAPOLIS, MN

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
Iowa
(3/23/2022)
RR
Minnesota
(5/30/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/15/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/12/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/13/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/14/2015
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 3/14/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 55
Date: 4/26/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 12/21/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/13/2022
Investment Company Products/Variable Contracts Principal 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 (43 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#: 5309Decorah, IA 52101

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