Kyle M. Gagner

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CRD#: 5682300

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyle Mark Gagner was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2009. Kyle had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

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

Past

July 13, 2009 - December 16, 2025

FBL MARKETING SERVICES, LLC

CRD#: 5309

Cavalier, ND

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/17/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/10/2009

Investment Company Products/Variable Contracts Representative Examination

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 (44 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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kyle M. Gagner

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FBL WEALTH MANAGEMENT, LLC

EQUITRUST INVESTMENT MANAGEMENT SERVICES, INC.

FBL MARKETING SERVICES, LLC

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2013

Series 63

Date: 8/17/2009

SIE

Date: 10/1/2018

Series 6

Date: 7/10/2009

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (44 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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