KG
Kyle M. Gagner
FBL MARKETING SERVICES
Langdon, ND 58249
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CRD#: 5682300
KG
Professional summary
Kyle Mark Gagner is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Langdon, North Dakota.
Kyle is registered as a RR (Registered Representative) and started their career in finance in 2013. Kyle has worked at 3 firms and has passed the Series 65, 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.
1. WEBSITE DESIGN, 414 MAIN ST E, CAVALIER, ND 58220, SELF, 5-10 HRS/MONTH, REDESIGN WEBSITES AS A HOBBY FOR LOCAL BUSINESS, $300-$500 PER WEBSITE, AROUND $1,00 PER YEAR. 2. FARM BUREAU LIFE AND AFFILIATES, WEST DES MOINES IA; NODAK INSURANCE COMPANY AND AFFILIATES, FARGO ND, INSURANCE NOT INVESTMENT RELATED, INSURANCE AGENT SINCE 07/01/2009, 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. 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. KYLE GAGNER AGENCY; START 06/08/2017; TRADE NAME. 5. J.I. HOLDINGS, LLC; PO BOX 182, CAVALIER, ND 58220; REAL ESTATE HOLDINGS; INVESTMENT RELATED; OWNER; START 07/2011; 10-20 HR/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; MY WIFE AND I BOUGHT A BUILDING THAT HAS 3 TENANTS AND ARE FIXING UP THE REST TO HOLD A FOURTH TENANT. 6. Gagner Enterprises LLC, DBA Fifteen Thirteen Clothing Co. 118 Main St. W PO Box 426, Cavalier ND 58220. Not investment related. Owner. Own and operate online retail store. Start date 12/2019. 5-10 hours per month, 1 hour during trading hours. 7. Drayton Curling Club; Not Investment Related; No address; Dealer; Start Date: 7-21-21; 3 Hours/MO; 0 Hours during trading; Occasionally deal Blackjack. 8. Songwriter & Music Publisher; Not investment related; 118 Main St W Cavalier, ND 58220 or 601 Bjornson Dr, Cavalier, ND 58220; Self-Employed; 1/01/2021; 5 hrs/mo; 1 hrs during trading; Write and Publish music. 9. Goneyay LLC; Not Investment Related; 601 Bjornson Dr, Cavalier, ND 58220; Owner/President; Compensated, Rental Property, Other business entities; Start TBD; 5 HR/MO; 0 HR during trading; Manager of rental real estate.
CRS (Client Relationship Summary) - BD
Click below to view Kyle Mark Gagner'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
July 13, 2009 - Present
FBL MARKETING SERVICES, LLC
Office #1: 312 8th Ave, Langdon, ND 58249Office #2: 118 Main St W, Cavalier, ND 58220BD
CRD#: 5309
Langdon, ND
Past
February 19, 2019 - December 31, 2024
FBL WEALTH MANAGEMENT, LLC
RIA
CRD#: 291396
West Des Moines, IA
Past
April 22, 2013 - February 8, 2019
EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.
RIA
CRD#: 5308
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
Minnesota(1/4/2011)
RR
North Dakota(8/18/2009)
Exams
State Security Law Exam
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)
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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
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.
