PW
Philip S. West
FBL MARKETING SERVICES
West Des Moines, IA 50266
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CRD#: 4451865
PW
Professional summary
Philip Sherman West is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa.
Philip is registered as a RR (Registered Representative) and started their career in finance in 2002. Philip has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Philip Sherman West's 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®
NoneExperience
Current
December 9, 2014 - Present
FBL MARKETING SERVICES, LLC
Office #1: 5400 University Ave, West Des Moines, IA 50266Office #2: 407 Annex Rd, Madrid, IA 50156BD
CRD#: 5309
West Des Moines, IA
Past
April 23, 2004 - July 27, 2007
COUNTRY TRUST BANK
RIA
CRD#: 109487
WEST DES MOINES, IA
Past
February 8, 2002 - November 5, 2014
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
WEST DES MOINES, IA
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
Arizona(2/2/2022)
RR
Arkansas(7/14/2025)
RR
California(2/2/2022)
RR
Colorado(2/2/2022)
RR
Florida(12/11/2023)
RR
Illinois(2/2/2022)
RR
Indiana(2/21/2022)
RR
Iowa(12/9/2014)
RR
Kansas(2/2/2022)
RR
Kentucky(6/17/2024)
RR
Michigan(2/2/2022)
RR
Minnesota(2/2/2022)
RR
Mississippi(1/2/2024)
RR
Missouri(2/2/2022)
RR
Montana(2/21/2022)
RR
Nebraska(2/2/2022)
RR
North Dakota(7/22/2024)
RR
Oklahoma(11/15/2024)
RR
Oregon(5/17/2023)
RR
Pennsylvania(5/17/2023)
RR
South Dakota(2/2/2022)
RR
Tennessee(7/29/2025)
RR
Texas(10/20/2023)
RR
Utah(4/16/2025)
RR
Washington(10/30/2025)
RR
Wisconsin(2/2/2022)
RR
Wyoming(6/28/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FBL MARKETING SERVICES, LLC
CRD#: 5309West Des Moines, IA 50266TRUST BUT VERIFY
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