Mathew Everette Gleason
Professional Summary
Mathew Everette Gleason is a registered financial advisor currently at FBL WEALTH MANAGEMENT, LLC located in West Des Moines, Iowa and FBL MARKETING SERVICES, LLC located in West Des Moines, Iowa. Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mathew has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6, Series 24...
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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PRINCIPAL SECURITIES, INC.
Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
FBL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
5400 University Avenue, West Des Moines, IA 50266Phone Number
(515) 225-5400# of Employees
207SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$9,240,933Similar Advisors
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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.
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Primary Firm SEC Registration
FBL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/11/2019)
(1/8/2020)
(2/18/2019)
(9/7/2021)
(12/14/2017)
(9/16/2021)
(8/28/2019)
(9/7/2021)
(12/14/2017)
(9/3/2021)
(5/15/2019)
(7/12/2023)
(1/30/2020)
(1/31/2020)
(8/27/2019)
(11/6/2019)
(8/30/2019)
(8/30/2019)
(9/3/2021)
(9/7/2021)
(12/14/2017)
(9/7/2021)
(2/20/2018)
(5/14/2019)
(12/14/2017)
(9/13/2021)
(7/3/2015)
(6/19/2018)
(12/14/2017)
(9/7/2021)
(9/3/2021)
(9/7/2021)
(9/3/2021)
(9/7/2021)
(9/7/2021)
(10/26/2021)
(4/13/2018)
(9/7/2021)
(12/14/2017)
(9/7/2021)
(9/28/2021)
(9/30/2021)
(8/3/2018)
(5/14/2019)
(12/14/2017)
(9/7/2021)
(12/14/2017)
(9/8/2021)
(12/14/2017)
(5/30/2019)
(12/14/2017)
(9/7/2021)
(2/15/2019)
(9/9/2021)
(12/14/2017)
(9/7/2021)
(8/20/2019)
(8/21/2019)
(12/14/2017)
(9/14/2021)
(10/7/2020)
(1/27/2021)
(10/7/2020)
(5/14/2021)
(5/29/2019)
(6/17/2019)
(12/14/2017)
(9/13/2021)
(5/7/2018)
(3/12/2019)
(5/14/2019)
(12/14/2017)
(9/7/2021)
(2/11/2022)
(3/15/2022)
(1/14/2020)
(2/7/2020)
(5/9/2019)
(5/10/2019)
(8/30/2019)
(9/3/2021)
(12/14/2017)
(9/9/2021)
(12/14/2017)
(9/7/2021)
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.Note:This rule does not apply to broker-dealer activity.
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 Jun 2015About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2016About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Mathew Everette Gleason's CRS (Customer Relationship Summary).
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PRINCIPAL SECURITIES, INC.
