Matthew R. Mason

FBL WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 4584659

Professional summary

Matthew Reese Mason, who also goes by Matt Mason, Matthew Reese Mason, Matthew Mason, is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in Garden City, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Matthew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mason | Matthew Reese Mason | Matthew Mason

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.

1) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE AGENT SINCE 12/01/2021; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) Rental Property; Not investment related; 2599 S. Foxridge Rd, Garden City, UT 84028; Owner; 06/01/2020; 1 hrs/mo; 0 hrs during trading; Rent my cabin. 3) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE. 4) Mason Ventures Partnership DBA Lakeview Laundry; Not Investment Related; 325 W Logan Rd Ste 100, Garden City, UT, 84028, United States; Laundromat; Partner; Start 5/23/2025; 5 hours per month; 0 hours per month during trading hours; Salary Compensation; I will have employees run the company and I will handle big picture. 5) ProEdge Consulting LLC; Not Investment Related; 2599 Foxridge Rd, Garden City, UT, 84028, United States; Coaching; Owner; Start 5/15/2025; 5 hours per month; 0 hours per month during trading hours; Commission Compensation; Coaching teams, athletes, and professionals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Reese Mason'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 18, 2022 - Present

FBL WEALTH MANAGEMENT, LLC

Office #1: 5400 University Ave, West Des Moines, IA 50266

RIA

CRD#: 291396

West Des Moines, IA

Current

January 25, 2022 - Present

FBL MARKETING SERVICES, LLC

Office #1: 70 W Logan Rd Ste D, Garden City, UT 84028

CRD#: 5309

Garden City, UT

Past

November 18, 2020 - November 16, 2021

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

November 18, 2020 - November 16, 2021

FBL MARKETING SERVICES, LLC

CRD#: 5309

Sandy, UT

Past

January 18, 2019 - November 16, 2020

EDWARD JONES

RIA

CRD#: 250

SPANISH FORK, UT

Past

January 18, 2019 - November 16, 2020

EDWARD JONES

CRD#: 250

SPANISH FORK, UT

Past

August 8, 2018 - January 7, 2019

B.O.S.S. RETIREMENT ADVISORS, LLC

RIA

CRD#: 171143

LEHI, UT

Past

February 21, 2012 - August 2, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

SULPHUR SPRINGS, TX

Past

February 1, 2012 - August 2, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SULPHUR SPRINGS, TX

Past

October 26, 2005 - February 2, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

COMMERCE, TX

Past

October 26, 2005 - February 2, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

COMMERCE, TX

Past

April 22, 2005 - October 12, 2005

COUNTRY TRUST BANK

RIA

CRD#: 109487

MESA, AZ

Past

February 11, 2005 - October 12, 2005

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

BLOOMINGTON, IL

Past

September 25, 2002 - February 1, 2005

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Colorado
(3/23/2022)

IAR

Colorado
(3/23/2022)

Idaho
(3/23/2022)

IAR

Idaho
(3/23/2022)

Missouri
(6/20/2024)

IAR

Missouri
(6/20/2024)

Texas
(10/27/2023)

IAR

Texas
(10/27/2023)

Utah
(1/25/2022)

IAR

Utah
(3/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/21/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/23/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/24/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 225-5400

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 8,654,949

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.

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Advisor Monitoring

Firm Stability Insights

Matthew R. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Reese Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

FBL WEALTH MANAGEMENT, LLC

FBL MARKETING SERVICES, LLC

EDWARD JONES

EDWARD JONES

B.O.S.S. RETIREMENT ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

EQUITY SERVICES, INC.

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/21/2005

Series 63

Date: 9/23/2002

SIE

Date: 8/2/2018

Series 7

Date: 4/17/2003

Series 6

Date: 9/24/2002

FINRA

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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