AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TM

Tammy J. Melvold

FBL MARKETING SERVICES
Atchison, KS 66002
Some features on this profile are disabled
CRD#: 5769185
TM

Professional summary

Tammy Jo Melvold, who also goes by Tammy Jo Jost, Tammy Lynn-melvold, Tammy J Ottaviano, Tammy Jo Owens, Tammy Jo Sargent, is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Atchison, Kansas.

Tammy is registered as a RR (Registered Representative) and started their career in finance in 2011. Tammy has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tammy Jo Jost | Tammy Lynn-Melvold | Tammy J Ottaviano | Tammy Jo Owens | Tammy Jo Sargent

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Tammy Jo Melvold'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

January 12, 2023 - Present

FBL MARKETING SERVICES, LLC

Office #1: 601 Kansas Avenue, Atchison, KS 66002
BD
CRD#: 5309
Atchison, KS
Past

February 4, 2021 - December 19, 2022

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

March 24, 2020 - September 22, 2020

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Louisville, KY
Past

April 12, 2019 - October 21, 2019

FIRST PALLADIUM, LLC

BD
CRD#: 289822
FORT WAYNE, IN
Past

October 31, 2014 - July 11, 2017

CREATIVEONE SECURITIES, LLC

BD
CRD#: 152974
LEAWOOD, KS
Past

February 10, 2011 - October 31, 2014

FIRST ASSET FINANCIAL INC.

BD
CRD#: 139107
SALINA, KS

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
Kansas
(1/12/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 8/31/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/30/2010
Investment Company Products/Variable Contracts Representative Examination
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FBL FINANCIAL GROUP, INCOWNER
ALDRIDGE, ANTHONY JAMESCHIEF ACCOUNTING OFFICER5999478
GLEASON, MATHEW EVERETTEPRESIDENT6434929
MAY, CLINT JAMESVICE PRESIDENT ASSISTANT GENERAL COUNSEL4129595
MCGONEGLE, JULIE MARIEFINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT2188891
MORGAN, JENNIFER LEACHIEF COMPLIANCE OFFICER & ASST. SECRETARY2550729
NELSON, JAMES ARTHURMANAGER LIFE ACCOUNTING AND FINOP4640561
O'TOOL, MICHAEL DEANDIRECTOR COMPLIANCE2570040
SEIBEL, DONALD JOSEPHTREASURER6140054
SHRYACK, CHRISTOPHER THOMASVICE PRESIDENT LIFE SALES2105590
ST CLAIR, KARI LOUISEDIRECTOR, MARKETING SVCS & FIELD SUPPORT3168561

Disclosures

Regulatory Event1

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#: 5309Atchison, KS 66002

TRUST BUT VERIFY

Monitor Tammy Melvold

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

DH
David HollenbergAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
ROCKAWAY TOWNSHIP, NJ
Kevin Thomas Dunn
Kevin DunnAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Helena, MT
Sarah Flanders Soria
Sarah SoriaAdvisorCheck Check Mark
PROSPERITY CAPITAL ADVISORS
IAR
Grass Valley, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.