TP
Troy A. Perchal
FBL MARKETING SERVICES
Blair, NE 68008
Some features on this profile are disabled
CRD#: 4934631
TP
Professional summary
Troy Andrew Perchal is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Blair, Nebraska.
Troy is registered as a RR (Registered Representative) and started their career in finance in 2005. Troy has worked at 2 firms and has passed the Series 63, SIE and Series 6 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 Troy Andrew Perchal'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
May 10, 2005 - Present
FBL MARKETING SERVICES, LLC
Office #1: 1565 Washington, Blair, NE 68008Office #2: 20324 Veterans Dr Ste 101, Elkhorn, NE 68022Office #3: 1316 L St, Tekamah, NE 68061BD
CRD#: 5309
Blair, NE
Past
April 26, 2005 - May 9, 2005
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
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(7/26/2019)
RR
Iowa(5/16/2008)
RR
Kansas(10/29/2018)
RR
Nebraska(5/10/2005)
RR
South Dakota(7/26/2019)
RR
Washington(4/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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#: 5309Blair, NE 68008TRUST BUT VERIFY
Monitor Troy Perchal
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
