Matthew Erich Schmidbauer
Professional Summary
Matthew Erich Schmidbauer is a registered financial advisor currently at FBL MARKETING SERVICES, LLC located in Apache Junction, Arizona. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
EQUITRUST MARKETING SERVICES, INC. | PFS SALES, INC | FBL MARKETING SERVICES, LLC | FBL MARKETING SERVICES, INC. | EQUITRUST MARKETING SERVICES, LLC
Contact Information
Main Address
5400 University Avenue, West Des Moines, IA 50266Mailing Address
5400 University Avenue, West Des Moines, IA 50266Phone Number
(515) 225-5400Established
Iowa since 08/15/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
LargeFINRA licenses (43 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | — |
| 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
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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.
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State Registrations and Notice Filings
(10/18/2017)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2017About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Erich Schmidbauer's CRS (Customer Relationship Summary).
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